BFS
FWRD icon

Bare Financial Services’s Forward Air FWRD Stock Holding History

Bare Financial Services’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
Q1 		– Sell
-86
Closed -$2.15K – 1794
2025
Q4 		$2.15K Buy
+86
New +$1.94K ﹤0.01% 842

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

Bare Financial Services's FWRD Position: Q1 2026 in Review

Bare Financial Services sold out of Forward Air (FWRD) in Q1 2026, closing a stake of 86 shares — an estimated $2.15K sold.

Bare Financial Services first reported a position in FWRD in Q4 2025 and held it in 1 quarter. The position peaked at $2.15K in Q4 2025. 192 funds tracked by Wall St. Rank hold FWRD as of Q1 2026.

  • Bare Financial Services reported no remaining Forward Air position as of Q1 2026 after selling out during the quarter.
  • Bare Financial Services sold 86 Forward Air shares in Q1 2026, an estimated $2.15K.
  • Bare Financial Services first reported a position in Forward Air in Q4 2025 and held it in 1 quarter.
  • Bare Financial Services's Forward Air position peaked at $2.15K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Forward Air as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.