Avion Wealth’s FTI Consulting FCN Stock Holding History

Avion Wealth’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	–	Sell	-9	Closed	-$1K	–	1520
2026 Q1	$1K	Sell	9 -9	-50%	-$1.53K	﹤0.01%	1020
2025 Q4	$3K	Buy	18 +3	+20%	+$495	﹤0.01%	773
2025 Q3	$2K	Buy	15 +9	+150%	+$1.5K	﹤0.01%	850
2025 Q2	$0	Buy	+6	New	+$980	﹤0.01%	1304
2024 Q4	–	Sell	-4	Closed	–	–	1090
2024 Q3	$0	Buy	4 +2	+100%	+$444	﹤0.01%	1110
2024 Q2	$0	Buy	+2	New	+$428	﹤0.01%	1033

Other funds holding FCN

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avion Wealth's FCN Position: Q2 2026 in Review

Avion Wealth sold out of FTI Consulting (FCN) in Q2 2026, closing a stake of 9 shares — an estimated $1K sold.

Avion Wealth first reported a position in FCN in Q2 2024 and held it in 6 quarters. The position peaked at $3K in Q4 2025. 375 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

Avion Wealth reported no remaining FTI Consulting position as of Q2 2026 after selling out during the quarter.
Avion Wealth sold 9 FTI Consulting shares in Q2 2026, an estimated $1K.
Avion Wealth first reported a position in FTI Consulting in Q2 2024 and held it in 6 quarters.
Avion Wealth's FTI Consulting position peaked at $3K in Q4 2025.
375 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.