Truist Financial
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Truist Financial’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Truist Financial’s Portfolio ROBO Stock Details ROBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$388K Sell
4,535
-1,772
-28% -$146K ﹤0.01% 2371
2026
Q1 		$432K Buy
6,307
+861
+16% +$63.2K ﹤0.01% 2156
2025
Q4 		$377K Sell
5,446
-163
-3% -$11.1K ﹤0.01% 2199
2025
Q3 		$368K Sell
5,609
-720
-11% -$45.5K ﹤0.01% 2197
2025
Q2 		$378K Buy
6,329
+2,382
+60% +$128K ﹤0.01% 2092
2025
Q1 		$203K Buy
+3,947
New +$226K ﹤0.01% 2356
2024
Q1 		– Sell
-3,538
Closed -$203K – 2719
2023
Q4 		$203K Buy
+3,538
New +$181K ﹤0.01% 2496
2023
Q3 		– Sell
-4,119
Closed -$241K – 2664
2023
Q2 		$241K Buy
4,119
+147
+4% +$8.08K ﹤0.01% 2358
2023
Q1 		$217K Buy
+3,972
New +$207K ﹤0.01% 2389
2022
Q2 		– Sell
-3,872
Closed -$226K – 2749
2022
Q1 		$226K Sell
3,872
-250
-6% -$15.2K ﹤0.01% 2475
2021
Q4 		$289K Hold
4,122
– – ﹤0.01% 2389
2021
Q3 		$265K Buy
4,122
+248
+6% +$16.5K ﹤0.01% 2420
2021
Q2 		$253K Buy
+3,874
New +$248K ﹤0.01% 2474

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Truist Financial's ROBO Position: Q2 2026 in Review

Truist Financial reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 28% in Q2 2026, selling an estimated $146K and leaving 4,535 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

Truist Financial first reported a position in ROBO in Q2 2021 and has held it in 13 quarters since. The position peaked at $432K in Q1 2026. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Truist Financial held 4,535 shares of ROBO Global Robotics & Automation Index ETF worth $388K as of Q2 2026.
  • Truist Financial sold 1,772 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $146K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2371 holding.
  • Truist Financial first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2021 and has held it in 13 quarters since.
  • Truist Financial's ROBO Global Robotics & Automation Index ETF position peaked at $432K in Q1 2026.
  • 321 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

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