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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
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

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

Caldwell Trust's FCN Position: Q2 2026 in Review

Caldwell Trust reduced its FTI Consulting (FCN) stake by 50% in Q2 2026, selling an estimated $42.7K and leaving 261 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Caldwell Trust first reported a position in FCN in Q3 2025 and has held it in 4 quarters since. The position peaked at $92.3K in Q1 2026. 377 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • Caldwell Trust held 261 shares of FTI Consulting worth $38.9K as of Q2 2026.
  • Caldwell Trust sold 261 FTI Consulting shares in Q2 2026, an estimated $42.7K.
  • FTI Consulting made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #529 holding.
  • Caldwell Trust first reported a position in FTI Consulting in Q3 2025 and has held it in 4 quarters since.
  • Caldwell Trust's FTI Consulting position peaked at $92.3K in Q1 2026.
  • 377 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.