AMG National Trust Bank’s Global X US Preferred ETF PFFD Stock Holding History

AMG National Trust Bank’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$329K	Sell	17,588 -8,100	-32%	-$153K	0.01%	373
2026 Q1	$473K	Buy	25,688 +8,100	+46%	+$155K	0.01%	379
2025 Q4	$333K	Hold	17,588	–	–	0.01%	386
2025 Q3	$342K	Sell	17,588 -1,500	-8%	-$29K	0.01%	385
2025 Q2	$359K	Hold	19,088	–	–	0.01%	367
2025 Q1	$363K	Hold	19,088	–	–	0.01%	362
2024 Q4	$372K	Hold	19,088	–	–	0.01%	366
2024 Q3	$397K	Sell	19,088 -8,100	-30%	-$163K	0.01%	354
2024 Q2	$535K	Buy	27,188 +4,100	+18%	+$80.5K	0.01%	345
2024 Q1	$465K	Sell	23,088 -2,000	-8%	-$39.9K	0.01%	339
2023 Q4	$487K	Sell	25,088 -4,000	-14%	-$74.4K	0.02%	342
2023 Q3	$547K	Hold	29,088	–	–	0.02%	328
2023 Q2	$564K	Sell	29,088 -6,000	-17%	-$116K	0.02%	332
2023 Q1	$697K	Buy	35,088 +563	+2%	+$11.6K	0.02%	320
2022 Q4	$669K	Sell	34,525 -20,100	-37%	-$401K	0.02%	314
2022 Q3	$1.12M	Buy	54,625 +8,100	+17%	+$175K	0.04%	239
2022 Q2	$1.04M	Hold	46,525	–	–	0.04%	246
2022 Q1	$1.09M	Sell	46,525 -10,125	-18%	-$242K	0.03%	247
2021 Q4	$1.46M	Buy	56,650 +25	+0%	+$640	0.04%	230
2021 Q3	$1.46M	Hold	56,625	–	–	0.05%	222
2021 Q2	$1.48M	Hold	56,625	–	–	0.05%	218
2021 Q1	$1.45M	Hold	56,625	–	–	0.05%	211
2020 Q4	$1.46M	Buy	56,625 +2,000	+4%	+$50.6K	0.05%	204
2020 Q3	$1.35M	Hold	54,625	–	–	0.06%	194
2020 Q2	$1.28M	Buy	+54,625	New	+$1.27M	0.06%	188

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

AMG National Trust Bank reduced its Global X US Preferred ETF (PFFD) stake by 32% in Q2 2026, selling an estimated $153K and leaving 17,588 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #373.

AMG National Trust Bank first reported a position in PFFD in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.48M in Q2 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

AMG National Trust Bank held 17,588 shares of Global X US Preferred ETF worth $329K as of Q2 2026.
AMG National Trust Bank sold 8,100 Global X US Preferred ETF shares in Q2 2026, an estimated $153K.
Global X US Preferred ETF made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #373 holding.
AMG National Trust Bank first reported a position in Global X US Preferred ETF in Q2 2020 and has held it in 25 quarters since.
AMG National Trust Bank's Global X US Preferred ETF position peaked at $1.48M in Q2 2021.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

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