Truist Financial
FWD icon

Truist Financial’s AB Disruptors ETF FWD Stock Holding History

Truist 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 		$10.8M Buy
73,185
+57,883
+378% +$7.68M 0.01% 617
2026
Q1 		$1.66M Buy
15,302
+9,202
+151% +$1.04M ﹤0.01% 1444
2025
Q4 		$637K Buy
+6,100
New +$639K ﹤0.01% 1901

Other funds holding FWD

BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWM
PMG Wealth Management Hawthorn Woods, Illinois $162M AUM 18.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Truist Financial's FWD Position: Q2 2026 in Review

Truist Financial increased its AB Disruptors ETF (FWD) stake by 378% in Q2 2026, buying an estimated $7.68M and bringing the position to 73,185 shares worth $10.8M. The position accounts for 0.01% of the portfolio, ranked #617.

Truist Financial first reported a position in FWD in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Truist Financial held 73,185 shares of AB Disruptors ETF worth $10.8M as of Q2 2026.
  • Truist Financial bought 57,883 AB Disruptors ETF shares in Q2 2026, an estimated $7.68M.
  • AB Disruptors ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #617 holding.
  • Truist Financial first reported a position in AB Disruptors ETF in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

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