Position in FWRD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$363,729
-$82,127 QoQ
Shares Held
26,923
+0.9% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 10 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FWRD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026FIRST CITIZENS BANK & TRUST CO holds $11,982,982 across 7 Integrated Freight & Logistics names. FWRD ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
47,411 | $5,096,682 | |
| 2 | FDX |
Fedex Corp
|
7,111 | $2,226,666 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
11,709 | $2,205,272 | |
| 4 | PBI |
Pitney Bowes Inc /De/
|
63,057 | $1,104,758 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
3,495 | $527,745 | |
| 6 | HUBG |
Hub Group, Inc.
|
10,462 | $458,130 | |
| 7 | FWRD |
Forward Air Corp
This page
|
26,923 | $363,729 |
All Filings in FWRD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,729 | 26,923 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $445,856 | 26,682 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $660,025 | 26,401 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $682,947 | 26,636 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $371,192 | 15,126 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||