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Coldstream Capital Management’s FTI Consulting FCN Stock Holding History

Coldstream Capital Management’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 		$285K Buy
1,611
+16
+1% +$2.73K ﹤0.01% 963
2025
Q4 		$272K Sell
1,595
-755
-32% -$124K ﹤0.01% 953
2025
Q3 		$380K Buy
2,350
+703
+43% +$117K 0.01% 841
2025
Q2 		$266K Buy
1,647
+70
+4% +$11.4K ﹤0.01% 946
2025
Q1 		$259K Sell
1,577
-70
-4% -$12.6K 0.01% 877
2024
Q4 		$315K Buy
1,647
+35
+2% +$7.21K 0.01% 805
2024
Q3 		$367K Sell
1,612
-26
-2% -$5.78K 0.01% 735
2024
Q2 		$353K Sell
1,638
-3
-0.2% -$641 0.01% 703
2024
Q1 		$345K Sell
1,641
-13
-0.8% -$2.61K 0.01% 704
2023
Q4 		$329K Buy
1,654
+64
+4% +$13.2K 0.01% 666
2023
Q3 		$284K Sell
1,590
-49
-3% -$9.13K 0.01% 615
2023
Q2 		$312K Sell
1,639
-14
-0.8% -$2.65K 0.01% 612
2023
Q1 		$326K Buy
1,653
+27
+2% +$4.69K 0.01% 594
2022
Q4 		$258K Buy
+1,626
New +$271K 0.01% 670
2022
Q2 		$284K Buy
1,575
+16
+1% +$2.64K 0.01% 580
2022
Q1 		$245K Buy
1,559
+16
+1% +$2.38K 0.01% 660
2021
Q4 		$237K Buy
+1,543
New +$225K 0.01% 718

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 $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $14.7B AUM 12.5% 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 $1.78B AUM 5.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coldstream Capital Management's FCN Position: Q1 2026 in Review

Coldstream Capital Management increased its FTI Consulting (FCN) stake by 1% in Q1 2026, buying an estimated $2.73K and bringing the position to 1,611 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Coldstream Capital Management first reported a position in FCN in Q4 2021 and has held it in 17 quarters since. The position peaked at $380K in Q3 2025. 405 funds tracked by Wall St. Rank hold FCN as of Q1 2026.

  • Coldstream Capital Management held 1,611 shares of FTI Consulting worth $285K as of Q1 2026.
  • Coldstream Capital Management bought 16 FTI Consulting shares in Q1 2026, an estimated $2.73K.
  • FTI Consulting made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #963 holding.
  • Coldstream Capital Management first reported a position in FTI Consulting in Q4 2021 and has held it in 17 quarters since.
  • Coldstream Capital Management's FTI Consulting position peaked at $380K in Q3 2025.
  • 405 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.