Position in FWRD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,807,068
-$838,957 QoQ
Shares Held
108,143
+2.2% QoQ
Ownership
0.342%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $453,657,221 across 10 Integrated Freight & Logistics names. FWRD ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPD |
Expeditors International Of Washington Inc
|
1,074,726 | $153,933,004 | |
| 2 | UPS |
United Parcel Service Inc
|
821,279 | $80,797,427 | |
| 3 | FDX |
Fedex Corp
|
253,109 | $72,644,940 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
434,580 | $72,170,699 | |
| 5 | GXO |
GXO Logistics, Inc.
|
441,282 | $22,880,471 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
87,985 | $18,644,021 | |
| 7 | LSTR |
Landstar System Inc
|
76,048 | $12,191,254 | |
| 8 | HUBG |
Hub Group, Inc.
|
294,418 | $10,610,823 |
All Filings in FWRD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,807,068 | 108,143 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,646,025 | 105,841 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,707,686 | 105,604 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $2,557,312 | 104,210 | Shares | Defined | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||