Steward Partners Investment Advisory, LLC
Position in FWRD — Forward Air Corp
CIK 1723397
STAMFORD, CT
Position in FWRD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$589,860
+$587,454 QoQ
Shares Held
43,661
+30220.1% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#82
of 184 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FWRD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $29,688,136 across 14 Integrated Freight & Logistics names. FWRD ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
140,403 | $15,093,322 | |
| 2 | FDX |
Fedex Corp
|
22,953 | $7,187,272 | |
| 3 | GXO |
GXO Logistics, Inc.
|
37,352 | $1,893,746 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
10,609 | $1,601,959 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
5,223 | $983,699 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
2,298 | $665,110 | |
| 7 | FWRD |
Forward Air Corp
This page
|
43,661 | $589,860 | |
| 8 | HUBG |
Hub Group, Inc.
|
12,897 | $564,759 |
All Filings in FWRD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,860 | 43,661 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,406 | 144 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,600 | 144 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,692 | 144 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,705 | 151 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||