Jones Financial Companies
FWRD icon

Jones Financial Companies’s Forward Air FWRD Stock Holding History

Jones Financial Companies’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 		$5.22K Buy
351
+275
+362% +$4.1K ﹤0.01% 4071
2026
Q1 		$1.23K Hold
76
– – ﹤0.01% 4295
2025
Q4 		$1.9K Sell
76
-50
-40% -$1.13K ﹤0.01% 3830
2025
Q3 		$3.37K Hold
126
– – ﹤0.01% 3517
2025
Q2 		$3.17K Hold
126
– – ﹤0.01% 3303
2025
Q1 		$2.61K Hold
126
– – ﹤0.01% 3182
2024
Q4 		$4.06K Buy
126
+76
+152% +$2.65K ﹤0.01% 2815
2024
Q3 		$1.77K Buy
+50
New +$1.42K ﹤0.01% 2697

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

Jones Financial Companies's FWRD Position: Q2 2026 in Review

Jones Financial Companies increased its Forward Air (FWRD) stake by 362% in Q2 2026, buying an estimated $4.1K and bringing the position to 351 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #4071.

Jones Financial Companies first reported a position in FWRD in Q3 2024 and has held it in 8 quarters since. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Jones Financial Companies held 351 shares of Forward Air worth $5.22K as of Q2 2026.
  • Jones Financial Companies bought 275 Forward Air shares in Q2 2026, an estimated $4.1K.
  • Forward Air made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4071 holding.
  • Jones Financial Companies first reported a position in Forward Air in Q3 2024 and has held it in 8 quarters since.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.