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
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 $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return