Position in FWRD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$5,198,597
-$4,419,103 QoQ
Shares Held
311,107
-19.1% QoQ
Ownership
0.984%
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, 2026BANK OF AMERICA CORP /DE/ holds $2,219,305,914 across 14 Integrated Freight & Logistics names. FWRD ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
9,728,123 | $957,052,736 | |
| 2 | FDX |
Fedex Corp
|
1,743,685 | $500,455,899 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
2,564,534 | $367,318,201 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,055,602 | $175,303,820 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
454,610 | $96,331,855 | |
| 6 | LSTR |
Landstar System Inc
|
250,112 | $40,095,453 | |
| 7 | HUBG |
Hub Group, Inc.
|
810,131 | $29,197,120 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
835,707 | $21,034,744 |
All Filings in FWRD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,198,597 | 311,107 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $9,617,700 | 384,708 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $13,201,291 | 514,871 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $15,001,693 | 611,316 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||