AMG National Trust Bank’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-626
Closed -$266K 495
2026
Q1
$266K Buy
626
+108
+21% +$50.1K 0.01% 439
2025
Q4
$271K Sell
518
-55
-10% -$27.2K 0.01% 408
2025
Q3
$279K Hold
573
0.01% 407
2025
Q2
$302K Sell
573
-10
-2% -$4.99K 0.01% 383
2025
Q1
$296K Sell
583
-54
-8% -$27.6K 0.01% 380
2024
Q4
$317K Buy
637
+74
+13% +$37.5K 0.01% 387
2024
Q3
$291K Sell
563
-91
-14% -$45K 0.01% 387
2024
Q2
$292K Buy
654
+30
+5% +$12.9K 0.01% 389
2024
Q1
$265K Sell
624
-51
-8% -$22.1K 0.01% 386
2023
Q4
$297K Sell
675
-150
-18% -$59.2K 0.01% 378
2023
Q3
$301K Sell
825
-108
-12% -$42.5K 0.01% 372
2023
Q2
$374K Buy
933
+91
+11% +$33.2K 0.01% 360
2023
Q1
$290K Sell
842
-219
-21% -$77.1K 0.01% 406
2022
Q4
$355K Buy
1,061
+172
+19% +$56.7K 0.01% 368
2022
Q3
$271K Buy
+889
New +$318K 0.01% 397
2022
Q2
Sell
-752
Closed -$308K 466
2022
Q1
$308K Buy
752
+120
+19% +$48.9K 0.01% 394
2021
Q4
$298K Sell
632
-27
-4% -$12.4K 0.01% 405
2021
Q3
$280K Buy
659
+11
+2% +$4.77K 0.01% 411
2021
Q2
$266K Sell
648
-18
-3% -$6.92K 0.01% 411
2021
Q1
$235K Buy
666
+18
+3% +$5.99K 0.01% 412
2020
Q4
$213K Buy
648
+88
+16% +$29.7K 0.01% 424
2020
Q3
$202K Buy
+560
New +$198K 0.01% 411

Other funds holding SPGI

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

AMG National Trust Bank sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 626 shares — an estimated $266K sold.

AMG National Trust Bank first reported a position in SPGI in Q3 2020 and held it in 22 quarters. The position peaked at $374K in Q2 2023. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • AMG National Trust Bank reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • AMG National Trust Bank sold 626 S&P Global shares in Q2 2026, an estimated $266K.
  • AMG National Trust Bank first reported a position in S&P Global in Q3 2020 and held it in 22 quarters.
  • AMG National Trust Bank's S&P Global position peaked at $374K in Q2 2023.
  • 1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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