AssetMark Inc
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AssetMark Inc’s FTI Consulting FCN Stock Holding History

AssetMark Inc’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
Q2 		$8.2K Buy
55
+9
+20% +$1.47K ﹤0.01% 2527
2026
Q1 		$8.13K Buy
46
+36
+360% +$6.14K ﹤0.01% 2390
2025
Q4 		$1.71K Buy
10
+3
+43% +$495 ﹤0.01% 2808
2025
Q3 		$1.13K Sell
7
-5
-42% -$830 ﹤0.01% 2752
2025
Q2 		$1.94K Sell
12
-13
-52% -$2.12K ﹤0.01% 2438
2025
Q1 		$4.1K Sell
25
-4
-14% -$719 ﹤0.01% 2035
2024
Q4 		$5.54K Buy
29
+17
+142% +$3.5K ﹤0.01% 1906
2024
Q3 		$2.73K Hold
12
– – ﹤0.01% 1820
2024
Q2 		$2.59K Buy
+12
New +$2.57K ﹤0.01% 1702
2023
Q4 		– Sell
-2
Closed -$357 – 1897
2023
Q3 		$357 Sell
2
-1,090
-100% -$203K ﹤0.01% 1593
2023
Q2 		$208K Sell
1,092
-3,253
-75% -$615K ﹤0.01% 838
2023
Q1 		$857K Buy
4,345
+466
+12% +$81K ﹤0.01% 628
2022
Q4 		$616K Sell
3,879
-3,599
-48% -$601K ﹤0.01% 675
2022
Q3 		$1.24M Sell
7,478
-3,472
-32% -$584K 0.01% 464
2022
Q2 		$1.98M Buy
10,950
+1,850
+20% +$305K 0.01% 358
2022
Q1 		$1.43M Buy
9,100
+1,346
+17% +$201K 0.01% 407
2021
Q4 		$1.19M Buy
7,754
+7,347
+1,805% +$1.07M ﹤0.01% 386
2021
Q3 		$55K Buy
407
+36
+10% +$5K ﹤0.01% 769
2021
Q2 		$51K Sell
371
-15
-4% -$2.11K ﹤0.01% 747
2021
Q1 		$54K Sell
386
-7
-2% -$829 ﹤0.01% 723
2020
Q4 		$44K Sell
393
-2
-0.5% -$215 ﹤0.01% 734
2020
Q3 		$42K Sell
395
-84
-18% -$9.55K ﹤0.01% 699
2020
Q2 		$55K Buy
+479
New +$58K ﹤0.01% 639
2018
Q1 		– Sell
-12
Closed -$1K – 1594
2017
Q4 		$1K Buy
+12
New +$490 ﹤0.01% 1597

Other funds holding FCN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AssetMark Inc's FCN Position: Q2 2026 in Review

AssetMark Inc increased its FTI Consulting (FCN) stake by 20% in Q2 2026, buying an estimated $1.47K and bringing the position to 55 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

AssetMark Inc first reported a position in FCN in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.98M in Q2 2022. 375 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • AssetMark Inc held 55 shares of FTI Consulting worth $8.2K as of Q2 2026.
  • AssetMark Inc bought 9 FTI Consulting shares in Q2 2026, an estimated $1.47K.
  • FTI Consulting made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2527 holding.
  • AssetMark Inc first reported a position in FTI Consulting in Q4 2017 and has held it in 24 quarters since.
  • AssetMark Inc's FTI Consulting position peaked at $1.98M in Q2 2022.
  • 375 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.