Amg National Trust Bank Portfolio Shifts: Significant ETF Purchases and Sells in Q2 2026
Amg National Trust Bank (Q2 2026 filing) saw substantial changes in its holdings, including notable increases in several Vanguard and iShares ETF positions.
According to the latest portfolio report from Amg National Trust Bank, dated June 30, 2026, there were significant adjustments during Q2. The bank's holdings experienced notable buying and selling activity across various sectors.
The portfolio saw a mix of substantial gains in certain ETFs and losses or exits from others. In the Financial Services sector, Huntington Bancshares Inc (HBAN) increased its position by 87.18%. Significant additions were also made to Vanguard's VO ETF and iShares' IWF and VONG funds, indicating strong interest in broad market exposure.
In the Technology sector, Apple Inc (AAPL) saw a decrease of 14.84% in its position during Q2. Similarly, in Communication Services, both Comcast Corp New (CMCSA) and Verizon Communications Inc (VZ) experienced substantial reductions, down by 53.1% and 46.53% respectively.
The bank also divested from several smaller holdings during the quarter. In Healthcare, Baxter International Inc (BAX) was sold off by 52.71%, and in Energy, Exxon Mobil Corp (XOM) saw a significant reduction of -82.08%. Other sectors like Consumer Defensive, Consumer Staples, Utilities, Real Estate, and others showed no changes in holdings during this period.
The overall portfolio allocation remains dominated by broad-based ETFs such as SPY, IWR, VOO, BND, IVV, and IWM. However, the substantial activity in specific sectors like Financial Services (large buy) and Communication Services/Sector ETFs highlights a dynamic approach to managing risk and exposure.
Amg National Trust Bank's portfolio adjustments this quarter reflect both strategic additions to certain funds and reductions from individual stocks or other ETFs. For detailed figures, refer to the holdings data provided by Insider Set.