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Bleakley Financial Group’s AB Disruptors ETF FWD Stock Holding History

Bleakley Financial Group’s Portfolio FWD Stock Details FWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.9M Buy
255,585
+15,767
+7% +$2.09M 0.48% 46
2026
Q1 		$26M Buy
239,818
+202,255
+538% +$22.8M 0.41% 53
2025
Q4 		$3.92M Buy
+37,563
New +$3.93M 0.07% 223

Other funds holding FWD

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bleakley Financial Group's FWD Position: Q2 2026 in Review

Bleakley Financial Group increased its AB Disruptors ETF (FWD) stake by 6.6% in Q2 2026, buying an estimated $2.09M and bringing the position to 255,585 shares worth $37.9M. The position accounts for 0.48% of the portfolio, ranked #46.

Bleakley Financial Group first reported a position in FWD in Q4 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Bleakley Financial Group held 255,585 shares of AB Disruptors ETF worth $37.9M as of Q2 2026.
  • Bleakley Financial Group bought 15,767 AB Disruptors ETF shares in Q2 2026, an estimated $2.09M.
  • AB Disruptors ETF made up 0.48% of Bleakley Financial Group's portfolio in Q2 2026, its #46 holding.
  • Bleakley Financial Group first reported a position in AB Disruptors ETF in Q4 2025 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.