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
Q3 		$435K Buy
5,406
+871
+19% +$70.3K ﹤0.01% 2289
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% 2421
2021
Q2 		$253K Buy
+3,874
New +$248K ﹤0.01% 2474

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gray Foundation
Gray Foundation Cohoes, New York $430M AUM 29.02% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Carmel Capital Management
Carmel Capital Management Carmel, California $425M AUM 46.69% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial's ROBO Position: Q3 2026 in Review

Truist Financial increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 19% in Q3 2026, buying an estimated $70.3K and bringing the position to 5,406 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

Truist Financial first reported a position in ROBO in Q2 2021 and has held it in 14 quarters since. 191 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

  • Truist Financial held 5,406 shares of ROBO Global Robotics & Automation Index ETF worth $435K as of Q3 2026.
  • Truist Financial bought 871 ROBO Global Robotics & Automation Index ETF shares in Q3 2026, an estimated $70.3K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2289 holding.
  • Truist Financial first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2021 and has held it in 14 quarters since.
  • 191 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

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