UB
FWRD icon

UMB Bank’s Forward Air FWRD Stock Holding History

UMB Bank’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 		$405 Buy
30
+16
+114% +$238 ﹤0.01% 2285
2026
Q1 		$234 Sell
14
-194
-93% -$4.72K ﹤0.01% 2274
2025
Q4 		$5.2K Buy
208
+110
+112% +$2.48K ﹤0.01% 2008
2025
Q3 		$2.51K Buy
+98
New +$2.82K ﹤0.01% 2015
2025
Q2 		– Sell
-82
Closed -$1.65K – 2145
2025
Q1 		$1.65K Sell
82
-7
-8% -$193 ﹤0.01% 1993
2024
Q4 		$2.87K Hold
89
– – ﹤0.01% 1861
2024
Q3 		$3.15K Buy
89
+36
+68% +$1.02K ﹤0.01% 1868
2024
Q2 		$1.01K Sell
53
-784
-94% -$16.2K ﹤0.01% 1969
2024
Q1 		$26K Buy
837
+674
+413% +$28.2K ﹤0.01% 991
2023
Q4 		$10.2K Hold
163
– – ﹤0.01% 1283
2023
Q3 		$11.2K Sell
163
-257
-61% -$22.6K ﹤0.01% 1261
2023
Q2 		$44.6K Hold
420
– – ﹤0.01% 872
2023
Q1 		$45.3K Sell
420
-45
-10% -$4.72K ﹤0.01% 858
2022
Q4 		$49K Hold
465
– – ﹤0.01% 853
2022
Q3 		$42K Hold
465
– – ﹤0.01% 912
2022
Q2 		$43K Hold
465
– – ﹤0.01% 952
2022
Q1 		$45K Hold
465
– – ﹤0.01% 995
2021
Q4 		$56K Buy
+465
New +$47.6K ﹤0.01% 961

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

UMB Bank's FWRD Position: Q2 2026 in Review

UMB Bank increased its Forward Air (FWRD) stake by 114% in Q2 2026, buying an estimated $238 and bringing the position to 30 shares worth $405. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

UMB Bank first reported a position in FWRD in Q4 2021 and has held it in 18 quarters since. The position peaked at $56K in Q4 2021. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • UMB Bank held 30 shares of Forward Air worth $405 as of Q2 2026.
  • UMB Bank bought 16 Forward Air shares in Q2 2026, an estimated $238.
  • Forward Air made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2285 holding.
  • UMB Bank first reported a position in Forward Air in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's Forward Air position peaked at $56K in Q4 2021.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.