AMG National Trust Bank
BankPosition in OTIS — Otis Worldwide Corp
CIK 1388829
GREENWOOD VILLAGE, CO
Position in OTIS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$937,888
-$502,737 QoQ
Shares Held
13,099
-29.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#505
of 1,211 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Derivatives in OTIS
reported options exposure · as of Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$1,645,600
PutShares
20,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026AMG National Trust Bank holds $14,993,860 across 11 Specialty Industrial Machinery names. OTIS ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYL |
Xylem Inc.
|
46,849 | $5,538,020 | |
| 2 | ITW |
Illinois Tool Works Inc
|
8,184 | $2,213,526 | |
| 3 | GEV |
GE Vernova Inc.
|
1,673 | $1,965,539 | |
| 4 | EMR |
Emerson Electric Co
|
10,081 | $1,443,094 | |
| 5 | OTIS |
Otis Worldwide Corp
This page
|
13,099 | $937,888 | |
| 6 | ETN |
Eaton Corp plc
|
1,953 | $832,212 | |
| 7 | IR |
Ingersoll Rand Inc.
|
9,920 | $813,340 | |
| 8 | CMI |
Cummins Inc
|
710 | $506,379 |
All Filings in OTIS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $937,888 | 13,099 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,440,625 | 18,690 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,623,574 | 18,587 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,698,860 | 18,581 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,335,584 | 23,587 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,430,050 | 23,547 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,197,635 | 23,730 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,466,704 | 23,732 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,927,362 | 30,411 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,946,730 | 29,684 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,672,200 | 29,867 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,400,305 | 29,888 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,693,175 | 30,257 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,553,690 | 30,257 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,373,419 | 30,308 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,984,243 | 31,101 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,092,185 | 29,605 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,298,188 | 29,866 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,621,068 | 30,103 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,645,600 | 20,000 | Put | Sole | 2021-10-28 | |
| 2021-09-30 | $2,526,325 | 30,704 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,500,771 | 30,583 | Shares | Sole | 2021-08-03 | |
| 2021-06-30 | $1,635,400 | 20,000 | Put | Sole | 2021-08-03 | |
| 2021-03-31 | $2,107,712 | 30,792 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,366,073 | 35,027 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,199,618 | 35,239 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $2,058,275 | 36,199 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||