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AMG National Trust Bank’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

AMG National Trust Bank’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.58M Hold
10,699
– – 0.06% 197
2025
Q4 		$2.66M Hold
10,699
– – 0.06% 177
2025
Q3 		$2.59M Hold
10,699
– – 0.06% 180
2025
Q2 		$2.4M Hold
10,699
– – 0.06% 175
2025
Q1 		$2.2M Hold
10,699
– – 0.06% 184
2024
Q4 		$2.32M Hold
10,699
– – 0.06% 172
2024
Q3 		$2.28M Hold
10,699
– – 0.06% 185
2024
Q2 		$2.14M Hold
10,699
– – 0.06% 195
2024
Q1 		$2.12M Hold
10,699
– – 0.06% 188
2023
Q4 		$1.95M Hold
10,699
– – 0.06% 187
2023
Q3 		$1.74M Hold
10,699
– – 0.06% 188
2023
Q2 		$1.8M Hold
10,699
– – 0.06% 185
2023
Q1 		$1.68M Hold
10,699
– – 0.06% 195
2022
Q4 		$1.59M Hold
10,699
– – 0.06% 198
2022
Q3 		$1.48M Hold
10,699
– – 0.06% 199
2022
Q2 		$1.55M Hold
10,699
– – 0.06% 199
2022
Q1 		$1.86M Sell
10,699
-1,816
-15% -$312K 0.06% 187
2021
Q4 		$2.28M Hold
12,515
– – 0.07% 174
2021
Q3 		$2.11M Hold
12,515
– – 0.07% 171
2021
Q2 		$2.13M Hold
12,515
– – 0.07% 172
2021
Q1 		$2M Sell
12,515
-3,236
-21% -$498K 0.07% 173
2020
Q4 		$2.28M Hold
15,751
– – 0.08% 154
2020
Q3 		$1.92M Buy
15,751
+5,926
+60% +$719K 0.08% 158
2020
Q2 		$1.11M Buy
+9,825
New +$1.05M 0.05% 208

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AMG National Trust Bank's TILT Position: Q1 2026 in Review

AMG National Trust Bank held its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) position steady in Q1 2026 at 10,699 shares worth $2.58M. The position accounts for 0.06% of the portfolio, ranked #197.

AMG National Trust Bank first reported a position in TILT in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.66M in Q4 2025. 110 funds tracked by Wall St. Rank hold TILT as of Q1 2026.

  • AMG National Trust Bank held 10,699 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $2.58M as of Q1 2026.
  • AMG National Trust Bank left its FlexShares Morningstar US Market Factors Tilt Index Fund share count unchanged in Q1 2026.
  • FlexShares Morningstar US Market Factors Tilt Index Fund made up 0.06% of AMG National Trust Bank's portfolio in Q1 2026, its #197 holding.
  • AMG National Trust Bank first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q2 2020 and has held it in 24 quarters since.
  • AMG National Trust Bank's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $2.66M in Q4 2025.
  • 110 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.