Position in FWRD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,028,772
-$4,169,825 QoQ
Shares Held
76,149
-75.5% QoQ
Ownership
0.225%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 185 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, 2026BANK OF AMERICA CORP /DE/ holds $2,789,821,389 across 17 Integrated Freight & Logistics names. FWRD ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
10,795,270 | $1,160,491,523 | |
| 2 | FDX |
Fedex Corp
|
1,849,618 | $579,170,882 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
2,585,934 | $421,455,521 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,200,732 | $226,145,861 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
983,572 | $148,519,372 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
435,164 | $125,949,513 | |
| 7 | LSTR |
Landstar System Inc
|
248,247 | $51,339,959 | |
| 8 | HUBG |
Hub Group, Inc.
|
578,930 | $25,351,343 |
All Filings in FWRD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,028,772 | 76,149 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||