Root Financial Partners
FWRD icon

Root Financial Partners’s Forward Air FWRD Stock Holding History

Root Financial Partners’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
Q3 		$92 Buy
+6
New +$95 ﹤0.01% 3659

Other funds holding FWRD

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Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $232M AUM 38.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Carlyle Group
Carlyle Group Washington, District of Columbia $8.36B AUM 14.46% 1-Year Est. Return

Root Financial Partners's FWRD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Forward Air (FWRD) in Q3 2026: 6 shares worth $92. The stake represents ﹤0.01% of the portfolio and ranks #3659 among its holdings.

69 funds tracked by Wall St. Rank hold FWRD as of Q3 2026.

  • Root Financial Partners held 6 shares of Forward Air worth $92 as of Q3 2026.
  • Forward Air was a new Root Financial Partners position in Q3 2026.
  • Forward Air made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3659 holding.
  • 69 funds tracked by Wall St. Rank held Forward Air as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.