BFG
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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
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 $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $324M AUM 37.9% 1-Year Est. Return

Bleakley Financial Group's FWD Position: Q1 2026 in Review

Bleakley Financial Group increased its AB Disruptors ETF (FWD) stake by 538% in Q1 2026, buying an estimated $22.8M and bringing the position to 239,818 shares worth $26M. The position accounts for 0.41% of the portfolio, ranked #53.

Bleakley Financial Group first reported a position in FWD in Q4 2025 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold FWD as of Q1 2026.

  • Bleakley Financial Group held 239,818 shares of AB Disruptors ETF worth $26M as of Q1 2026.
  • Bleakley Financial Group bought 202,255 AB Disruptors ETF shares in Q1 2026, an estimated $22.8M.
  • AB Disruptors ETF made up 0.41% of Bleakley Financial Group's portfolio in Q1 2026, its #53 holding.
  • Bleakley Financial Group first reported a position in AB Disruptors ETF in Q4 2025 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.