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
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 $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

Jefferies Financial Group's FWRD Position: Q1 2026 in Review

Jefferies Financial Group increased its Forward Air (FWRD) stake by 160% in Q1 2026, buying an estimated $2.31M and bringing the position to 154,300 shares worth $2.58M. The position accounts for 0.02% of the portfolio, ranked #533.

Jefferies Financial Group first reported a position in FWRD in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.6M in Q3 2025. 192 funds tracked by Wall St. Rank hold FWRD as of Q1 2026.

  • Jefferies Financial Group held 154,300 shares of Forward Air worth $2.58M as of Q1 2026.
  • Jefferies Financial Group bought 95,000 Forward Air shares in Q1 2026, an estimated $2.31M.
  • Forward Air made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #533 holding.
  • Jefferies Financial Group first reported a position in Forward Air in Q3 2024 and has held it in 7 quarters since.
  • Jefferies Financial Group's Forward Air position peaked at $10.6M in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Forward Air as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.