First Citizens Bank & Trust’s Forward Air FWRD Stock Holding History

First Citizens Bank & Trust’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	$364K	Buy	26,923 +241	+0.9%	+$3.59K	0.01%	525
2026 Q1	$446K	Buy	26,682 +281	+1%	+$6.84K	0.01%	459
2025 Q4	$660K	Sell	26,401 -235	-0.9%	-$5.29K	0.01%	379
2025 Q3	$683K	Buy	26,636 +11,510	+76%	+$331K	0.01%	368
2025 Q2	$371K	Buy	+15,126	New	+$269K	0.01%	497

Other funds holding FWRD

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return