SF
FWDI

Summit Financial’s Forward Industries Inc FWDI Stock Holding History

Summit Financial’s Portfolio FWDI Stock Details FWDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$212K Buy
50,230
+15,275
+44% +$68.1K ﹤0.01% 1508
2026
Q1 		$155K Buy
34,955
+1,395
+4% +$7.97K ﹤0.01% 1365
2025
Q4 		$222K Buy
+33,560
New +$431K ﹤0.01% 1206

Other funds holding FWDI

GD
Galaxy Digital New York $1.7B AUM
JD6
J Digital 6 Chicago, Illinois $169M AUM 111.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Summit Financial's FWDI Position: Q2 2026 in Review

Summit Financial increased its Forward Industries Inc (FWDI) stake by 44% in Q2 2026, buying an estimated $68.1K and bringing the position to 50,230 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Summit Financial first reported a position in FWDI in Q4 2025 and has held it in 3 quarters since. The position peaked at $222K in Q4 2025. 89 funds tracked by Wall St. Rank hold FWDI as of Q2 2026.

  • Summit Financial held 50,230 shares of Forward Industries Inc worth $212K as of Q2 2026.
  • Summit Financial bought 15,275 Forward Industries Inc shares in Q2 2026, an estimated $68.1K.
  • Forward Industries Inc made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1508 holding.
  • Summit Financial first reported a position in Forward Industries Inc in Q4 2025 and has held it in 3 quarters since.
  • Summit Financial's Forward Industries Inc position peaked at $222K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Forward Industries Inc as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.