Truist Financial
ROBT icon

Truist Financial’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Truist Financial’s Portfolio ROBT Stock Details ROBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2M Buy
199,181
+6,268
+3% +$334K 0.01% 606
2026
Q1 		$8.9M Buy
192,913
+19,479
+11% +$993K 0.01% 648
2025
Q4 		$9M Sell
173,434
-5,964
-3% -$318K 0.01% 639
2025
Q3 		$9.49M Sell
179,398
-7,269
-4% -$367K 0.01% 628
2025
Q2 		$9.02M Buy
186,667
+28,066
+18% +$1.21M 0.01% 622
2025
Q1 		$6.45M Buy
158,601
+7,761
+5% +$351K 0.01% 720
2024
Q4 		$6.79M Sell
150,840
-3,632
-2% -$165K 0.01% 702
2024
Q3 		$6.76M Buy
154,472
+7,674
+5% +$323K 0.01% 718
2024
Q2 		$6.22M Buy
146,798
+9,723
+7% +$416K 0.01% 776
2024
Q1 		$6.2M Sell
137,075
-6,077
-4% -$271K 0.01% 802
2023
Q4 		$6.52M Buy
143,152
+21,880
+18% +$898K 0.01% 769
2023
Q3 		$4.91M Buy
121,272
+30,417
+33% +$1.32M 0.01% 848
2023
Q2 		$4.15M Buy
90,855
+39,297
+76% +$1.68M 0.01% 907
2023
Q1 		$2.2M Buy
+51,558
New +$2.08M ﹤0.01% 1183
2022
Q4 		– Sell
-6,656
Closed -$224K – 2664
2022
Q3 		$224K Buy
6,656
+302
+5% +$11.7K ﹤0.01% 2240
2022
Q2 		$236K Hold
6,354
– – ﹤0.01% 2364
2022
Q1 		$300K Buy
6,354
+432
+7% +$20.8K ﹤0.01% 2326
2021
Q4 		$326K Buy
5,922
+386
+7% +$21.3K ﹤0.01% 2299
2021
Q3 		$298K Buy
5,536
+376
+7% +$20.5K ﹤0.01% 2360
2021
Q2 		$280K Sell
5,160
-1,550
-23% -$82K ﹤0.01% 2408
2021
Q1 		$350K Buy
+6,710
New +$364K ﹤0.01% 2192

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial's ROBT Position: Q2 2026 in Review

Truist Financial increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 3.2% in Q2 2026, buying an estimated $334K and bringing the position to 199,181 shares worth $11.2M. The position accounts for 0.01% of the portfolio, ranked #606.

Truist Financial first reported a position in ROBT in Q1 2021 and has held it in 21 quarters since. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Truist Financial held 199,181 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $11.2M as of Q2 2026.
  • Truist Financial bought 6,268 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $334K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #606 holding.
  • Truist Financial first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2021 and has held it in 21 quarters since.
  • 181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

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