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BOLTON SECURITIES CORPORATION’s Forward Air FWRD Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.52K Sell
100
-225
-69% -$3.56K ﹤0.01% 2129
2026
Q2 		$4.39K Hold
325
– – ﹤0.01% 1974
2026
Q1 		$5.43K Buy
+325
New +$7.91K ﹤0.01% 1746
2025
Q3 		$8.33K Buy
+325
New +$9.35K ﹤0.01% 1591
2025
Q1 		$6.53K Buy
+325
New +$8.96K ﹤0.01% 1518

Other funds holding FWRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

BOLTON SECURITIES CORPORATION's FWRD Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Forward Air (FWRD) stake by 69% in Q3 2026, selling an estimated $3.56K and leaving 100 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

BOLTON SECURITIES CORPORATION first reported a position in FWRD in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.33K in Q3 2025. 81 funds tracked by Wall St. Rank hold FWRD as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 100 shares of Forward Air worth $1.52K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 225 Forward Air shares in Q3 2026, an estimated $3.56K.
  • Forward Air made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #2129 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Forward Air in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Forward Air position peaked at $8.33K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Forward Air as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.