AF
FWRD icon

Allworth Financial’s Forward Air FWRD Stock Holding History

Allworth Financial’s Portfolio FWRD Stock Details FWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.89K Buy
658
+6
+0.9% +$89 ﹤0.01% 3794
2026
Q1 		$10.9K Buy
652
+125
+24% +$3.04K ﹤0.01% 3446
2025
Q4 		$13.2K Buy
527
+14
+3% +$315 ﹤0.01% 3073
2025
Q3 		$13.2K Buy
513
+4
+0.8% +$115 ﹤0.01% 2972
2025
Q2 		$12.5K Buy
509
+61
+14% +$1.08K ﹤0.01% 2785
2025
Q1 		$7.25K Sell
448
-47
-9% -$1.3K ﹤0.01% 2575
2024
Q4 		$16.9K Buy
495
+359
+264% +$12.5K ﹤0.01% 2197
2024
Q3 		$4.82K Buy
136
+40
+42% +$1.14K ﹤0.01% 2582
2024
Q2 		$2.42K Sell
96
-45
-32% -$929 ﹤0.01% 2839
2024
Q1 		$4.39K Sell
141
-60
-30% -$2.51K ﹤0.01% 2457
2023
Q4 		$12.6K Sell
201
-22
-10% -$1.48K ﹤0.01% 1889
2023
Q3 		$15.3K Buy
223
+203
+1,015% +$17.9K ﹤0.01% 1683
2023
Q2 		$2.12K Sell
20
-4
-17% -$409 ﹤0.01% 2459
2023
Q1 		$2.59K Hold
24
– – ﹤0.01% 2304
2022
Q4 		$2.52K Buy
24
+10
+71% +$1.05K ﹤0.01% 2156
2022
Q3 		$1K Buy
14
+9
+180% +$883 ﹤0.01% 2379
2022
Q2 		$0 Buy
5
+3
+150% +$278 ﹤0.01% 2534
2022
Q1 		$0 Sell
2
-166
-99% -$17.5K ﹤0.01% 2202
2021
Q4 		$20K Hold
168
– – ﹤0.01% 1122
2021
Q3 		$14K Hold
168
– – ﹤0.01% 1148
2021
Q2 		$15K Hold
168
– – ﹤0.01% 922
2021
Q1 		$15K Hold
168
– – ﹤0.01% 867
2020
Q4 		$13K Hold
168
– – ﹤0.01% 773
2020
Q3 		$10K Hold
168
– – ﹤0.01% 712
2020
Q2 		$8K Hold
168
– – ﹤0.01% 767
2020
Q1 		$9K Buy
+168
New +$10.2K ﹤0.01% 717

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $5.53B AUM 25.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Allworth Financial's FWRD Position: Q2 2026 in Review

Allworth Financial increased its Forward Air (FWRD) stake by 0.92% in Q2 2026, buying an estimated $89 and bringing the position to 658 shares worth $8.89K. The position accounts for ﹤0.01% of the portfolio, ranked #3794.

Allworth Financial first reported a position in FWRD in Q1 2020 and has held it in 26 quarters since. The position peaked at $20K in Q4 2021. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Allworth Financial held 658 shares of Forward Air worth $8.89K as of Q2 2026.
  • Allworth Financial bought 6 Forward Air shares in Q2 2026, an estimated $89.
  • Forward Air made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3794 holding.
  • Allworth Financial first reported a position in Forward Air in Q1 2020 and has held it in 26 quarters since.
  • Allworth Financial's Forward Air position peaked at $20K in Q4 2021.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.