BW
FWRD icon

Basepoint Wealth’s Forward Air FWRD Stock Holding History

Basepoint Wealth’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 		$1.35K Hold
100
– – ﹤0.01% 546
2026
Q1 		$1.67K Hold
100
– – ﹤0.01% 541
2025
Q4 		$2.5K Buy
+100
New +$2.25K ﹤0.01% 506

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

Basepoint Wealth's FWRD Position: Q2 2026 in Review

Basepoint Wealth held its Forward Air (FWRD) position steady in Q2 2026 at 100 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Basepoint Wealth first reported a position in FWRD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.5K in Q4 2025. 185 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Basepoint Wealth held 100 shares of Forward Air worth $1.35K as of Q2 2026.
  • Basepoint Wealth left its Forward Air share count unchanged in Q2 2026.
  • Forward Air made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #546 holding.
  • Basepoint Wealth first reported a position in Forward Air in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's Forward Air position peaked at $2.5K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.