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Caldwell Trust’s FTI Consulting FCN Stock Holding History

Caldwell Trust’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
Q1 		$92.3K Hold
522
– – 0.01% 412
2025
Q4 		$89.2K Hold
522
– – 0.01% 409
2025
Q3 		$84.4K Buy
+522
New +$86.7K 0.01% 406

Other funds holding FCN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caldwell Trust's FCN Position: Q1 2026 in Review

Caldwell Trust held its FTI Consulting (FCN) position steady in Q1 2026 at 522 shares worth $92.3K. The position accounts for 0.01% of the portfolio, ranked #412.

Caldwell Trust first reported a position in FCN in Q3 2025 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold FCN as of Q1 2026.

  • Caldwell Trust held 522 shares of FTI Consulting worth $92.3K as of Q1 2026.
  • Caldwell Trust left its FTI Consulting share count unchanged in Q1 2026.
  • FTI Consulting made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #412 holding.
  • Caldwell Trust first reported a position in FTI Consulting in Q3 2025 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.