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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
Q2 		$211K Sell
1,413
-198
-12% -$32.4K ﹤0.01% 1153
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 $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

Coldstream Capital Management's FCN Position: Q2 2026 in Review

Coldstream Capital Management reduced its FTI Consulting (FCN) stake by 12% in Q2 2026, selling an estimated $32.4K and leaving 1,413 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Coldstream Capital Management first reported a position in FCN in Q4 2021 and has held it in 18 quarters since. The position peaked at $380K in Q3 2025. 377 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • Coldstream Capital Management held 1,413 shares of FTI Consulting worth $211K as of Q2 2026.
  • Coldstream Capital Management sold 198 FTI Consulting shares in Q2 2026, an estimated $32.4K.
  • FTI Consulting made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1153 holding.
  • Coldstream Capital Management first reported a position in FTI Consulting in Q4 2021 and has held it in 18 quarters since.
  • Coldstream Capital Management's FTI Consulting position peaked at $380K in Q3 2025.
  • 377 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.