Capital Planning’s FTI Consulting FCN Stock Holding History

Capital Planning’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 Q4	–	Sell	-2,005	Closed	-$324K	–	85
2025 Q3	$324K	Hold	2,005	–	–	0.09%	65
2025 Q2	$324K	Hold	2,005	–	–	0.1%	58
2025 Q1	$329K	Sell	2,005 -10,038	-83%	-$1.8M	0.09%	78
2024 Q4	$2.3M	Hold	12,043	–	–	0.6%	36
2024 Q3	$2.74M	Hold	12,043	–	–	0.77%	29
2024 Q2	$2.6M	Hold	12,043	–	–	0.78%	28
2024 Q1	$2.53M	Buy	12,043 +2,107	+21%	+$423K	0.83%	25
2023 Q4	$1.98M	Sell	9,936 -1,931	-16%	-$400K	0.7%	28
2023 Q3	$2.12M	Hold	11,867	–	–	0.83%	28
2023 Q2	$2.26M	Buy	11,867 +584	+5%	+$110K	0.88%	27
2023 Q1	$2.23M	Hold	11,283	–	–	0.92%	28
2022 Q4	$1.79M	Buy	11,283 +7,278	+182%	+$1.21M	0.8%	32
2022 Q3	$664K	Hold	4,005	–	–	0.38%	37
2022 Q2	$724K	Hold	4,005	–	–	0.39%	37
2022 Q1	$630K	Hold	4,005	–	–	0.25%	41
2021 Q4	$614K	Hold	4,005	–	–	0.23%	49
2021 Q3	$539K	Hold	4,005	–	–	0.22%	49
2021 Q2	$547K	Hold	4,005	–	–	0.23%	48
2021 Q1	$561K	Hold	4,005	–	–	0.25%	44
2020 Q4	$447K	Buy	+4,005	New	+$431K	0.21%	51

Other funds holding FCN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital Planning's FCN Position: Q4 2025 in Review

Capital Planning sold out of FTI Consulting (FCN) in Q4 2025, closing a stake of 2,005 shares — an estimated $324K sold.

Capital Planning first reported a position in FCN in Q4 2020 and held it in 20 quarters. The position peaked at $2.74M in Q3 2024. 395 funds tracked by Wall St. Rank hold FCN as of Q4 2025.

Capital Planning reported no remaining FTI Consulting position as of Q4 2025 after selling out during the quarter.
Capital Planning sold 2,005 FTI Consulting shares in Q4 2025, an estimated $324K.
Capital Planning first reported a position in FTI Consulting in Q4 2020 and held it in 20 quarters.
Capital Planning's FTI Consulting position peaked at $2.74M in Q3 2024.
395 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2025.

Based on Capital Planning's 13F filing for Q4 2025, filed 23 Jan 2026.