Raymond James Financial
FWRD icon

Raymond James Financial’s Forward Air FWRD Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-7,133
Closed -$175K – 5626
2025
Q2 		$175K Buy
+7,133
New +$127K ﹤0.01% 4587
2025
Q1 		– Sell
-9,926
Closed -$320K – 4860
2024
Q4 		$320K Buy
+9,926
New +$346K ﹤0.01% 4150

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
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Raymond James Financial's FWRD Position: Q3 2025 in Review

Raymond James Financial sold out of Forward Air (FWRD) in Q3 2025, closing a stake of 7,133 shares — an estimated $175K sold.

Raymond James Financial first reported a position in FWRD in Q4 2024 and held it in 2 quarters. The position peaked at $320K in Q4 2024. 202 funds tracked by Wall St. Rank hold FWRD as of Q3 2025.

  • Raymond James Financial reported no remaining Forward Air position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 7,133 Forward Air shares in Q3 2025, an estimated $175K.
  • Raymond James Financial first reported a position in Forward Air in Q4 2024 and held it in 2 quarters.
  • Raymond James Financial's Forward Air position peaked at $320K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held Forward Air as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.