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FWRD icon

BFSG LLC’s Forward Air FWRD Stock Holding History

BFSG LLC’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 		$115K Hold
8,495
– – 0.01% 357
2026
Q1 		$142K Buy
8,495
+1,940
+30% +$47.2K 0.01% 320
2025
Q4 		$164K Hold
6,555
– – 0.02% 289
2025
Q3 		$168K Sell
6,555
-1,250
-16% -$36K 0.02% 293
2025
Q2 		$192K Buy
7,805
+1,030
+15% +$18.3K 0.02% 257
2025
Q1 		$136K Sell
6,775
-150
-2% -$4.14K 0.02% 283
2024
Q4 		$223K Sell
6,925
-150
-2% -$5.24K 0.03% 227
2024
Q3 		$250K Sell
7,075
-3,021
-30% -$85.7K 0.03% 227
2024
Q2 		$192K Buy
10,096
+1,783
+21% +$36.8K 0.02% 238
2024
Q1 		$259K Buy
+8,313
New +$348K 0.03% 210
2018
Q4 		– Sell
-6,841
Closed -$490K – 107
2018
Q3 		$490K Buy
+6,841
New +$435K 0.21% 96

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

BFSG LLC's FWRD Position: Q2 2026 in Review

BFSG LLC held its Forward Air (FWRD) position steady in Q2 2026 at 8,495 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #357.

BFSG LLC first reported a position in FWRD in Q3 2018 and has held it in 11 quarters since. The position peaked at $490K in Q3 2018. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • BFSG LLC held 8,495 shares of Forward Air worth $115K as of Q2 2026.
  • BFSG LLC left its Forward Air share count unchanged in Q2 2026.
  • Forward Air made up 0.01% of BFSG LLC's portfolio in Q2 2026, its #357 holding.
  • BFSG LLC first reported a position in Forward Air in Q3 2018 and has held it in 11 quarters since.
  • BFSG LLC's Forward Air position peaked at $490K in Q3 2018.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.