JFG
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Jefferies Financial Group’s Forward Air FWRD Stock Holding History

Jefferies 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 		– Sell
-154,300
Closed -$2.58M – 1794
2026
Q1 		$2.58M Buy
154,300
+95,000
+160% +$2.31M 0.02% 533
2025
Q4 		$1.48M Sell
59,300
-355,927
-86% -$8.01M 0.01% 923
2025
Q3 		$10.6M Buy
415,227
+30,593
+8% +$880K 0.05% 228
2025
Q2 		$9.44M Sell
384,634
-92,017
-19% -$1.63M 0.08% 183
2025
Q1 		$9.58M Buy
476,651
+190,981
+67% +$5.27M 0.08% 162
2024
Q4 		$9.21M Buy
285,670
+170,503
+148% +$5.95M 0.06% 240
2024
Q3 		$4.08M Buy
+115,167
New +$3.27M 0.03% 364

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

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

Jefferies Financial Group sold out of Forward Air (FWRD) in Q2 2026, closing a stake of 154,300 shares — an estimated $2.58M sold.

Jefferies Financial Group first reported a position in FWRD in Q3 2024 and held it in 7 quarters. The position peaked at $10.6M in Q3 2025. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Jefferies Financial Group reported no remaining Forward Air position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 154,300 Forward Air shares in Q2 2026, an estimated $2.58M.
  • Jefferies Financial Group first reported a position in Forward Air in Q3 2024 and held it in 7 quarters.
  • Jefferies Financial Group's Forward Air position peaked at $10.6M in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.