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Cornerstone Financial Management’s Forward Air FWRD Stock Holding History

Cornerstone Financial Management’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 		$1.08K Buy
+80
New +$1.19K ﹤0.01% 1070
2026
Q1 		– Sell
-23
Closed -$575 – 1338
2025
Q4 		$575 Buy
+23
New +$518 ﹤0.01% 1112

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

Cornerstone Financial Management's FWRD Position: Q2 2026 in Review

Cornerstone Financial Management opened a new position in Forward Air (FWRD) in Q2 2026: 80 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #1070 among its holdings. This is a return to the name: Cornerstone Financial Management previously reported a position in FWRD as recently as Q4 2025.

Cornerstone Financial Management first reported a position in FWRD in Q4 2025 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Cornerstone Financial Management held 80 shares of Forward Air worth $1.08K as of Q2 2026.
  • Forward Air was a new Cornerstone Financial Management position in Q2 2026.
  • Forward Air made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1070 holding.
  • Cornerstone Financial Management first reported a position in Forward Air in Q4 2025 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.