Position in FWRD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$987,470
-$1,192,564 QoQ
Shares Held
73,092
-44.0% QoQ
Ownership
0.216%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 185 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in FWRD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Bank of New York Mellon Corp holds $1,671,646,507 across 15 Integrated Freight & Logistics names. FWRD ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
4,591,972 | $493,636,986 | |
| 2 | FDX |
Fedex Corp
|
1,491,211 | $466,942,890 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
648,519 | $187,700,844 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
916,567 | $172,626,220 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
663,263 | $108,098,595 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
529,655 | $79,977,905 | |
| 7 | LSTR |
Landstar System Inc
|
331,255 | $68,506,840 | |
| 8 | GXO |
GXO Logistics, Inc.
|
665,453 | $33,738,460 |
All Filings in FWRD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987,470 | 73,092 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $2,180,034 | 130,463 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $3,511,350 | 140,454 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $3,700,464 | 144,324 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,654,863 | 148,935 | Shares | Defined | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||