Position in AFL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,967,714
-$151,560 QoQ
Shares Held
25,311
-11.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#451
of 1,687 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026AMG National Trust Bank holds $3,688,304 across 3 Insurance - Life names. AFL ranks #1 (80.5% of the industry book) .
All Filings in AFL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,967,714 | 25,311 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $3,119,274 | 28,432 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,814,531 | 25,524 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,856,950 | 25,577 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,713,591 | 25,731 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,861,029 | 25,731 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,578,862 | 24,931 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,787,285 | 24,931 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $2,520,685 | 28,224 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,147,015 | 25,006 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $2,074,215 | 25,142 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,926,578 | 25,102 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $1,770,546 | 25,366 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,681,391 | 26,060 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,814,686 | 25,225 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,372,685 | 24,425 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,222,737 | 22,099 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,451,930 | 22,549 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,316,636 | 22,549 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,253,674 | 24,049 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,338,763 | 24,949 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,307,597 | 25,549 | Shares | Sole | 2021-05-11 | |
| 2020-09-30 | $1,511,614 | 41,585 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,518,124 | 42,135 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||