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FWRD icon

SBI Securities’s Forward Air FWRD Stock Holding History

SBI Securities’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 		$338 Buy
25
+10
+67% +$149 ﹤0.01% 3165
2026
Q1 		$251 Hold
15
– – ﹤0.01% 3134
2025
Q4 		$375 Sell
15
-4
-21% -$90 ﹤0.01% 2980
2025
Q3 		$487 Buy
19
+3
+19% +$86 ﹤0.01% 2977
2025
Q2 		$393 Hold
16
– – ﹤0.01% 3063
2025
Q1 		$321 Hold
16
– – ﹤0.01% 3041
2024
Q4 		$516 Buy
+16
New +$558 ﹤0.01% 2879

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

SBI Securities's FWRD Position: Q2 2026 in Review

SBI Securities increased its Forward Air (FWRD) stake by 67% in Q2 2026, buying an estimated $149 and bringing the position to 25 shares worth $338. The position accounts for ﹤0.01% of the portfolio, ranked #3165.

SBI Securities first reported a position in FWRD in Q4 2024 and has held it in 7 quarters since. The position peaked at $516 in Q4 2024. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • SBI Securities held 25 shares of Forward Air worth $338 as of Q2 2026.
  • SBI Securities bought 10 Forward Air shares in Q2 2026, an estimated $149.
  • Forward Air made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3165 holding.
  • SBI Securities first reported a position in Forward Air in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Forward Air position peaked at $516 in Q4 2024.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.