IFG
FWRD icon

Independent Financial Group’s Forward Air FWRD Stock Holding History

Independent Financial Group’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 		$473K Hold
35,035
– – 0.01% 1019
2026
Q1 		$585K Hold
35,035
– – 0.01% 858
2025
Q4 		$876K Sell
35,035
-500
-1% -$11.3K 0.02% 670
2025
Q3 		$911K Hold
35,535
– – 0.02% 624
2025
Q2 		$872K Buy
35,535
+1,535
+5% +$27.3K 0.02% 589
2025
Q1 		$683K Buy
34,000
+15,600
+85% +$430K 0.02% 601
2024
Q4 		$593K Buy
18,400
+400
+2% +$14K 0.02% 632
2024
Q3 		$637K Hold
18,000
– – 0.02% 574
2024
Q2 		$343K Buy
+18,000
New +$372K 0.01% 770

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

Independent Financial Group's FWRD Position: Q2 2026 in Review

Independent Financial Group held its Forward Air (FWRD) position steady in Q2 2026 at 35,035 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #1019.

Independent Financial Group first reported a position in FWRD in Q2 2024 and has held it in 9 quarters since. The position peaked at $911K in Q3 2025. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Independent Financial Group held 35,035 shares of Forward Air worth $473K as of Q2 2026.
  • Independent Financial Group left its Forward Air share count unchanged in Q2 2026.
  • Forward Air made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1019 holding.
  • Independent Financial Group first reported a position in Forward Air in Q2 2024 and has held it in 9 quarters since.
  • Independent Financial Group's Forward Air position peaked at $911K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.