Caldwell Trust
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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
Q3 		$35K Sell
260
-1
-0.4% -$152 ﹤0.01% 543
2026
Q2 		$38.9K Sell
261
-261
-50% -$42.7K ﹤0.01% 529
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Diversified Management
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Caldwell Trust's FCN Position: Q3 2026 in Review

Caldwell Trust reduced its FTI Consulting (FCN) stake by 0.38% in Q3 2026, selling an estimated $152 and leaving 260 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Caldwell Trust first reported a position in FCN in Q3 2025 and has held it in 5 quarters since. The position peaked at $92.3K in Q1 2026. 94 funds tracked by Wall St. Rank hold FCN as of Q3 2026.

  • Caldwell Trust held 260 shares of FTI Consulting worth $35K as of Q3 2026.
  • Caldwell Trust sold 1 FTI Consulting share in Q3 2026, an estimated $152.
  • FTI Consulting made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #543 holding.
  • Caldwell Trust first reported a position in FTI Consulting in Q3 2025 and has held it in 5 quarters since.
  • Caldwell Trust's FTI Consulting position peaked at $92.3K in Q1 2026.
  • 94 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.