Raymond James Financial
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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
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 $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
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 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

Raymond James Financial's FWD Position: Q1 2026 in Review

Raymond James Financial increased its AB Disruptors ETF (FWD) stake by 1,789% in Q1 2026, buying an estimated $6.16M and bringing the position to 57,753 shares worth $6.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2414.

Raymond James Financial 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.

  • Raymond James Financial held 57,753 shares of AB Disruptors ETF worth $6.27M as of Q1 2026.
  • Raymond James Financial bought 54,695 AB Disruptors ETF shares in Q1 2026, an estimated $6.16M.
  • AB Disruptors ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2414 holding.
  • Raymond James Financial 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 Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.