FFA
FWRD icon

Farther Finance Advisors’s Forward Air FWRD Stock Holding History

Farther Finance Advisors’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
Q3 		$6.07K Sell
398
-38
-9% -$602 ﹤0.01% 4900
2026
Q2 		$5.9K Sell
436
-144
-25% -$2.15K ﹤0.01% 4707
2026
Q1 		$9.99K Buy
580
+56
+11% +$1.36K ﹤0.01% 4118
2025
Q4 		$13.1K Buy
524
+137
+35% +$3.08K ﹤0.01% 3730
2025
Q3 		$9.92K Buy
387
+183
+90% +$5.26K ﹤0.01% 3448
2025
Q2 		$5.01K Buy
204
+179
+716% +$3.18K ﹤0.01% 3358
2025
Q1 		$490 Sell
25
-79
-76% -$2.18K ﹤0.01% 3778
2024
Q4 		$3.35K Hold
104
– – ﹤0.01% 2835
2024
Q3 		$3.68K Buy
104
+63
+154% +$1.79K ﹤0.01% 2770
2024
Q2 		$783 Sell
41
-2,585
-98% -$53.4K ﹤0.01% 3153
2024
Q1 		$76K Buy
2,626
+2,488
+1,803% +$104K ﹤0.01% 1037
2023
Q4 		$8.68K Buy
138
+82
+146% +$5.52K ﹤0.01% 1680
2023
Q3 		$3.85K Buy
56
+2
+4% +$176 ﹤0.01% 1603
2023
Q2 		$5.73K Hold
54
– – ﹤0.01% 1385
2023
Q1 		$5.82K Hold
54
– – ﹤0.01% 1290
2022
Q4 		$5.66K Buy
+54
New +$5.67K ﹤0.01% 1121

Other funds holding FWRD

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's FWRD Position: Q3 2026 in Review

Farther Finance Advisors reduced its Forward Air (FWRD) stake by 8.7% in Q3 2026, selling an estimated $602 and leaving 398 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #4900.

Farther Finance Advisors first reported a position in FWRD in Q4 2022 and has held it in 16 quarters since. The position peaked at $76K in Q1 2024. 5 funds tracked by Wall St. Rank hold FWRD as of Q3 2026.

  • Farther Finance Advisors held 398 shares of Forward Air worth $6.07K as of Q3 2026.
  • Farther Finance Advisors sold 38 Forward Air shares in Q3 2026, an estimated $602.
  • Forward Air made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4900 holding.
  • Farther Finance Advisors first reported a position in Forward Air in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Forward Air position peaked at $76K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Forward Air as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.