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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
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 $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

BFSG LLC's FWRD Position: Q1 2026 in Review

BFSG LLC increased its Forward Air (FWRD) stake by 30% in Q1 2026, buying an estimated $47.2K and bringing the position to 8,495 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #320.

BFSG LLC first reported a position in FWRD in Q3 2018 and has held it in 10 quarters since. The position peaked at $490K in Q3 2018. 192 funds tracked by Wall St. Rank hold FWRD as of Q1 2026.

  • BFSG LLC held 8,495 shares of Forward Air worth $142K as of Q1 2026.
  • BFSG LLC bought 1,940 Forward Air shares in Q1 2026, an estimated $47.2K.
  • Forward Air made up 0.01% of BFSG LLC's portfolio in Q1 2026, its #320 holding.
  • BFSG LLC first reported a position in Forward Air in Q3 2018 and has held it in 10 quarters since.
  • BFSG LLC's Forward Air position peaked at $490K in Q3 2018.
  • 192 funds tracked by Wall St. Rank held Forward Air as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.