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AMG National Trust Bank’s Fathom Holdings FTHM Stock Holding History

AMG National Trust Bank’s Portfolio FTHM Stock Details FTHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$210K Hold
207,590
– – ﹤0.01% 427
2026
Q1 		$110K Hold
207,590
– – ﹤0.01% 474
2025
Q4 		$210K Hold
207,590
– – ﹤0.01% 437
2025
Q3 		$374K Hold
207,590
– – 0.01% 372
2025
Q2 		$257K Hold
207,590
– – 0.01% 406
2025
Q1 		$183K Buy
207,590
+138,773
+202% +$159K 0.01% 432
2024
Q4 		$107K Buy
68,817
+20,000
+41% +$43.5K ﹤0.01% 445
2024
Q3 		$126K Hold
48,817
– – ﹤0.01% 438
2024
Q2 		$84K Buy
48,817
+30,000
+159% +$49.9K ﹤0.01% 440
2024
Q1 		$37.4K Hold
18,817
– – ﹤0.01% 421
2023
Q4 		$67.6K Buy
+18,817
New +$59.8K ﹤0.01% 417

Other funds holding FTHM

FIA
FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

AMG National Trust Bank's FTHM Position: Q2 2026 in Review

AMG National Trust Bank held its Fathom Holdings (FTHM) position steady in Q2 2026 at 207,590 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

AMG National Trust Bank first reported a position in FTHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $374K in Q3 2025. 14 funds tracked by Wall St. Rank hold FTHM as of Q2 2026.

  • AMG National Trust Bank held 207,590 shares of Fathom Holdings worth $210K as of Q2 2026.
  • AMG National Trust Bank left its Fathom Holdings share count unchanged in Q2 2026.
  • Fathom Holdings made up ﹤0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #427 holding.
  • AMG National Trust Bank first reported a position in Fathom Holdings in Q4 2023 and has held it in 11 quarters since.
  • AMG National Trust Bank's Fathom Holdings position peaked at $374K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Fathom Holdings as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.