Raymond James Financial
FWD icon

Raymond James Financial’s AB Disruptors ETF FWD Stock Holding History

Raymond James Financial’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 		$23.2M Buy
156,601
+98,848
+171% +$13.1M 0.01% 1457
2026
Q1 		$6.27M Buy
57,753
+54,695
+1,789% +$6.16M ﹤0.01% 2414
2025
Q4 		$319K Buy
+3,058
New +$320K ﹤0.01% 4535

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 $15.3B AUM 25.33% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 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's FWD Position: Q2 2026 in Review

Raymond James Financial increased its AB Disruptors ETF (FWD) stake by 171% in Q2 2026, buying an estimated $13.1M and bringing the position to 156,601 shares worth $23.2M. The position accounts for 0.01% of the portfolio, ranked #1457.

Raymond James Financial 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.

  • Raymond James Financial held 156,601 shares of AB Disruptors ETF worth $23.2M as of Q2 2026.
  • Raymond James Financial bought 98,848 AB Disruptors ETF shares in Q2 2026, an estimated $13.1M.
  • AB Disruptors ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1457 holding.
  • Raymond James Financial 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 Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.