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
Q3 		$10.7M Buy
81,550
+8,365
+11% +$1.09M 0.01% 616
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

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Quantum Private Wealth
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
BOS Asset Management
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
StoneCrest Wealth Management
StoneCrest Wealth Management Chandler, Arizona $311M AUM 40.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial's FWD Position: Q3 2026 in Review

Truist Financial increased its AB Disruptors ETF (FWD) stake by 11% in Q3 2026, buying an estimated $1.09M and bringing the position to 81,550 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #616.

Truist Financial first reported a position in FWD in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.8M in Q2 2026. 51 funds tracked by Wall St. Rank hold FWD as of Q3 2026.

  • Truist Financial held 81,550 shares of AB Disruptors ETF worth $10.7M as of Q3 2026.
  • Truist Financial bought 8,365 AB Disruptors ETF shares in Q3 2026, an estimated $1.09M.
  • AB Disruptors ETF made up 0.01% of Truist Financial's portfolio in Q3 2026, its #616 holding.
  • Truist Financial first reported a position in AB Disruptors ETF in Q4 2025 and has held it in 4 quarters since.
  • Truist Financial's AB Disruptors ETF position peaked at $10.8M in Q2 2026.
  • 51 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.