CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s FTI Consulting FCN Stock Holding History

CAPTRUST Financial Advisors’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 		$259K Sell
1,738
-937
-35% -$153K ﹤0.01% 2697
2026
Q1 		$473K Sell
2,675
-1,144
-30% -$195K ﹤0.01% 2066
2025
Q4 		$652K Buy
3,819
+1,882
+97% +$310K ﹤0.01% 1748
2025
Q3 		$313K Buy
1,937
+154
+9% +$25.6K ﹤0.01% 2132
2025
Q2 		$288K Buy
1,783
+15
+0.8% +$2.45K ﹤0.01% 2083
2025
Q1 		$290K Sell
1,768
-3,678
-68% -$661K ﹤0.01% 1964
2024
Q4 		$1.04M Buy
5,446
+950
+21% +$196K ﹤0.01% 1215
2024
Q3 		$1.02M Buy
4,496
+945
+27% +$210K ﹤0.01% 1175
2024
Q2 		$765K Buy
3,551
+189
+6% +$40.4K ﹤0.01% 1294
2024
Q1 		$707K Sell
3,362
-4,906
-59% -$986K ﹤0.01% 1315
2023
Q4 		$1.65M Buy
8,268
+345
+4% +$71.4K 0.01% 994
2023
Q3 		$1.41M Buy
7,923
+1,188
+18% +$221K 0.01% 1002
2023
Q2 		$1.28M Sell
6,735
-767
-10% -$145K 0.01% 1054
2023
Q1 		$1.48M Buy
7,502
+163
+2% +$28.3K 0.01% 847
2022
Q4 		$1.17M Buy
7,339
+1,948
+36% +$325K 0.01% 899
2022
Q3 		$893K Buy
5,391
+1,853
+52% +$312K 0.01% 974
2022
Q2 		$640K Sell
3,538
-14
-0.4% -$2.31K ﹤0.01% 1040
2022
Q1 		$558K Buy
3,552
+636
+22% +$94.8K ﹤0.01% 1100
2021
Q4 		$447K Hold
2,916
– – ﹤0.01% 1177
2021
Q3 		$393K Buy
2,916
+1,872
+179% +$260K ﹤0.01% 1145
2021
Q2 		$143K Buy
1,044
+21
+2% +$2.96K ﹤0.01% 1761
2021
Q1 		$143K Buy
1,023
+943
+1,179% +$112K ﹤0.01% 1709
2020
Q4 		$9K Hold
80
– – ﹤0.01% 2611
2020
Q3 		$9K Buy
+80
New +$9.09K ﹤0.01% 2325
2019
Q3 		– Sell
-22
Closed -$2K – 1957
2019
Q2 		$2K Buy
+22
New +$1.81K ﹤0.01% 1800

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

CAPTRUST Financial Advisors's FCN Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its FTI Consulting (FCN) stake by 35% in Q2 2026, selling an estimated $153K and leaving 1,738 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2697.

CAPTRUST Financial Advisors first reported a position in FCN in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.65M in Q4 2023. 376 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • CAPTRUST Financial Advisors held 1,738 shares of FTI Consulting worth $259K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 937 FTI Consulting shares in Q2 2026, an estimated $153K.
  • FTI Consulting made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2697 holding.
  • CAPTRUST Financial Advisors first reported a position in FTI Consulting in Q2 2019 and has held it in 25 quarters since.
  • CAPTRUST Financial Advisors's FTI Consulting position peaked at $1.65M in Q4 2023.
  • 376 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.