AMG National Trust Bank
All 13F Filings
- Location
- Greenwood Village, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,249,756
- Description
- Greenwood Village Colorado based institutional banking and markets allocator with a manager led governance framework and a cycle aware and portfolio focused investment mandate. The approach emphasizes credit underwriting and duration control, planning integrated mandate design, and fundamental research depth for institutional and advisory mandates. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through risk budget governance and risk accountability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 453 | 4,249,756 | 13F-HR | AMG National Trust Bank |
| Q3 2025 | 11/10/2025 | 452 | 4,116,771 | 13F-HR | AMG National Trust Bank |
| Q2 2025 | 8/4/2025 | 446 | 3,816,829 | 13F-HR | AMG National Trust Bank |
| Q1 2025 | 5/5/2025 | 441 | 3,579,315 | 13F-HR | AMG National Trust Bank |
| Q4 2024 | 2/7/2025 | 448 | 3,641,365 | 13F-HR | AMG National Trust Bank |
| Q3 2024 | 11/7/2024 | 440 | 3,714,770 | 13F-HR | AMG National Trust Bank |
| Q2 2024 | 7/25/2024 | 442 | 3,708,165 | 13F-HR | AMG National Trust Bank |
| Q1 2024 | 5/6/2024 | 426 | 3,422,927 | 13F-HR | AMG National Trust Bank |
| Q4 2023 | 2/8/2024 | 424 | 3,185,986 | 13F-HR | AMG National Trust Bank |
| Q3 2023 | 11/8/2023 | 419 | 2,862,865 | 13F-HR | AMG National Trust Bank |
| Q2 2023 | 8/3/2023 | 440 | 2,998,146 | 13F-HR | AMG National Trust Bank |
| Q1 2023 | 5/10/2023 | 453 | 2,893,886 | 13F-HR | AMG National Trust Bank |
| Q4 2022 | 2/8/2023 | 440 | 2,760,402 | 13F-HR | AMG National Trust Bank |
| Q3 2022 | 11/4/2022 | 435 | 2,664,374 | 13F-HR | AMG National Trust Bank |
| Q2 2022 | 8/5/2022 | 427 | 2,689,891 | 13F-HR | AMG National Trust Bank |
| Q1 2022 | 5/10/2022 | 449 | 3,146,218 | 13F-HR | AMG National Trust Bank |
| Q4 2021 | 2/4/2022 | 445 | 3,353,698 | 13F-HR | AMG National Trust Bank |
| Q3 2021 | 10/28/2021 | 450 | 3,119,309 | 13F-HR | AMG National Trust Bank |
| Q2 2021 | 8/3/2021 | 451 | 3,134,203 | 13F-HR | AMG National Trust Bank |
| Q1 2021 | 5/11/2021 | 434 | 2,969,613 | 13F-HR | AMG National Trust Bank |
| Q4 2020 | 2/10/2021 | 440 | 2,807,406 | 13F-HR/A - RESTATEMENT | AMG National Trust Bank |
| Q4 2020 | 1/29/2021 | 288 | 834,396 | 13F-HR | AMG National Trust Bank |
| Q3 2020 | 10/22/2020 | 427 | 2,427,611 | 13F-HR | AMG National Trust Bank |
| Q2 2020 | 8/13/2020 | 418 | 2,263,568 | 13F-HR | AMG National Trust Bank |
| Q1 2020 | 5/15/2020 | 243 | 1,331,345 | 13F-HR | AMG National Trust Bank |
| Q4 2019 | 2/4/2020 | 263 | 1,765,980 | 13F-HR | AMG National Trust Bank |
| Q2 2014 | 8/8/2014 | 240 | 984,706 | 13F-HR | AMG National Trust Bank |
| Q1 2014 | 4/24/2014 | 241 | 928,956 | 13F-HR | AMG National Trust Bank |
| Q4 2013 | 2/13/2014 | 240 | 895,060 | 13F-HR | AMG National Trust Bank |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
6.884 K
(0.2% of total reported value)
· QoQ Δ:
-9.309 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.58 M | 60.8% | 110.2 K | 0 | 110.2 K |
| ETFs | 1.658 M | 39.1% | 35.14 K | 0 | 35.14 K |
| Debt | 3.394 K | 0.1% | 0 | 2.947 K | -2.947 K |
| Other | 1.181 K | 0.0% | 0 | 24 | -24 |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
4,249,756
Holdings
453
QoQ value change ($000)
132,985
(3.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.