Superior Planning, LLC’s FTI Consulting FCN Stock Holding History

Superior Planning, LLC’s Portfolio FCN Stock Details FCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$269	Buy	+2	New	+$304	﹤0.01%	1999

Other funds holding FCN

Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Superior Planning, LLC's FCN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in FTI Consulting (FCN) in Q3 2026: 2 shares worth $269. The stake represents ﹤0.01% of the portfolio and ranks #1999 among its holdings.

237 funds tracked by Wall St. Rank hold FCN as of Q3 2026.

Superior Planning, LLC held 2 shares of FTI Consulting worth $269 as of Q3 2026.
FTI Consulting was a new Superior Planning, LLC position in Q3 2026.
FTI Consulting made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1999 holding.
237 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.