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
2025
Q2 		– Sell
-117,300
Closed -$2.36M – 1500
2025
Q1 		$2.36M Buy
+117,300
New +$3.24M 0.02% 513

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $3.47B AUM 13.39% 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 $2.9T AUM 29.55% 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.