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BOK Financial Private Wealth’s FTI Consulting FCN Stock Holding History

BOK Financial Private 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
2025
Q2 		– Sell
-34
Closed -$5.58K – 444
2025
Q1 		$5.58K Buy
+34
New +$6.11K ﹤0.01% 429

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BOK Financial Private Wealth's FCN Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of FTI Consulting (FCN) in Q2 2025, closing a stake of 34 shares — an estimated $5.58K sold.

BOK Financial Private Wealth first reported a position in FCN in Q1 2025 and held it in 1 quarter. The position peaked at $5.58K in Q1 2025. 389 funds tracked by Wall St. Rank hold FCN as of Q2 2025.

  • BOK Financial Private Wealth reported no remaining FTI Consulting position as of Q2 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 34 FTI Consulting shares in Q2 2025, an estimated $5.58K.
  • BOK Financial Private Wealth first reported a position in FTI Consulting in Q1 2025 and held it in 1 quarter.
  • BOK Financial Private Wealth's FTI Consulting position peaked at $5.58K in Q1 2025.
  • 389 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.