Truist Financial
FBOT icon

Truist Financial’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

Truist Financial’s Portfolio FBOT Stock Details FBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Sell
34,199
-1,572
-4% -$59.8K ﹤0.01% 1600
2026
Q1 		$1.18M Sell
35,771
-13,383
-27% -$472K ﹤0.01% 1611
2025
Q4 		$1.64M Sell
49,154
-2,976
-6% -$98.3K ﹤0.01% 1409
2025
Q3 		$1.71M Sell
52,130
-3,800
-7% -$120K ﹤0.01% 1410
2025
Q2 		$1.68M Buy
55,930
+5,037
+10% +$138K ﹤0.01% 1367
2025
Q1 		$1.32M Buy
+50,893
New +$1.45M ﹤0.01% 1411

Other funds holding FBOT

FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Truist Financial's FBOT Position: Q2 2026 in Review

Truist Financial reduced its Fidelity Disruptive Automation ETF (FBOT) stake by 4.4% in Q2 2026, selling an estimated $59.8K and leaving 34,199 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Truist Financial first reported a position in FBOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.71M in Q3 2025. 15 funds tracked by Wall St. Rank hold FBOT as of Q2 2026.

  • Truist Financial held 34,199 shares of Fidelity Disruptive Automation ETF worth $1.35M as of Q2 2026.
  • Truist Financial sold 1,572 Fidelity Disruptive Automation ETF shares in Q2 2026, an estimated $59.8K.
  • Fidelity Disruptive Automation ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1600 holding.
  • Truist Financial first reported a position in Fidelity Disruptive Automation ETF in Q1 2025 and has held it in 6 quarters since.
  • Truist Financial's Fidelity Disruptive Automation ETF position peaked at $1.71M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.