Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMG NATIONAL TRUST BANK | 02-08-2024 | 12-31-2023 | 595 | 3,185,985,568 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 51 | $8,934,155 | 63,957 | 0.00 | 0.00 | -783 | -1.21 | 12-31-2023 |
| JPMORGAN CHASE & CO | COM | 52 | $8,921,920 | 52,452 | 0.00 | 0.00 | -190 | -0.36 | 12-31-2023 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 53 | $8,885,933 | 112,952 | 0.00 | 0.00 | 35,521 | 45.87 | 12-31-2023 |
| AMGEN INC | COM | 54 | $8,568,173 | 29,749 | 0.00 | 0.00 | 48 | 0.16 | 12-31-2023 |
