Patriot Financial Group Insurance Agency’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-836	Closed	-$202K	–	671
2026 Q1	$202K	Buy	+836	New	+$210K	0.01%	665
2022 Q3	–	Sell	-1,022	Closed	-$148K	–	1809
2022 Q2	$148K	Sell	1,022 -6	-0.6%	-$951	0.03%	452
2022 Q1	$179K	Sell	1,028 -7	-0.7%	-$1.2K	0.03%	433
2021 Q4	$189K	Buy	1,035 +2	+0.2%	+$357	0.03%	461
2021 Q3	$174K	Sell	1,033 -14	-1%	-$2.41K	0.03%	479
2021 Q2	$178K	Buy	1,047 +32	+3%	+$5.35K	0.03%	458
2021 Q1	$162K	Buy	1,015 +368	+57%	+$56.7K	0.04%	441
2020 Q4	$94K	Hold	647	–	–	0.02%	519
2020 Q3	$79K	Buy	647 +281	+77%	+$34.1K	0.03%	450
2020 Q2	$42K	Hold	366	–	–	0.02%	560
2020 Q1	$34K	Hold	366	–	–	0.02%	531
2019 Q4	$47K	Buy	+366	New	+$44.5K	0.02%	491

Other funds holding TILT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

TWA

Trace Wealth Advisors Los Angeles, California $153M AUM 27.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TILT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) in Q2 2026, closing a stake of 836 shares — an estimated $202K sold.

Patriot Financial Group Insurance Agency first reported a position in TILT in Q4 2019 and held it in 12 quarters. The position peaked at $202K in Q1 2026. 58 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining FlexShares Morningstar US Market Factors Tilt Index Fund position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 836 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q2 2026, an estimated $202K.
Patriot Financial Group Insurance Agency first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q4 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $202K in Q1 2026.
58 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.