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Congress Asset Management’s FTI Consulting FCN Stock Holding History

Congress Asset 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
Q3 		$575K Sell
4,274
-3,000
-41% -$456K ﹤0.01% 345
2026
Q2 		$1.08M Sell
7,274
-1,190
-14% -$195K 0.01% 301
2026
Q1 		$1.5M Sell
8,464
-1,360
-14% -$232K 0.01% 320
2025
Q4 		$1.68M Sell
9,824
-704
-7% -$116K 0.01% 288
2025
Q3 		$1.7M Sell
10,528
-3,593
-25% -$597K 0.01% 293
2025
Q2 		$2.28M Sell
14,121
-3,175
-18% -$518K 0.02% 276
2025
Q1 		$2.84M Sell
17,296
-188,092
-92% -$33.8M 0.02% 256
2024
Q4 		$39.3M Sell
205,388
-5,982
-3% -$1.23M 0.27% 117
2024
Q3 		$48.1M Buy
211,370
+8,736
+4% +$1.94M 0.33% 106
2024
Q2 		$43.7M Buy
202,634
+5,471
+3% +$1.17M 0.31% 102
2024
Q1 		$41.5M Buy
197,163
+10,600
+6% +$2.13M 0.3% 102
2023
Q4 		$37.2M Sell
186,563
-7,808
-4% -$1.62M 0.29% 99
2023
Q3 		$34.7M Buy
194,371
+16,885
+10% +$3.15M 0.31% 88
2023
Q2 		$33.8M Buy
177,486
+14,133
+9% +$2.67M 0.29% 85
2023
Q1 		$32.2M Sell
163,353
-55,399
-25% -$9.63M 0.3% 81
2022
Q4 		$34.7M Buy
218,752
+13,521
+7% +$2.26M 0.35% 80
2022
Q3 		$34M Buy
205,231
+4,383
+2% +$737K 0.36% 78
2022
Q2 		$36.3M Sell
200,848
-7,622
-4% -$1.26M 0.35% 82
2022
Q1 		$32.8M Buy
208,470
+12,394
+6% +$1.85M 0.28% 79
2021
Q4 		$30.1M Buy
196,076
+11,055
+6% +$1.61M 0.23% 82
2021
Q3 		$24.9M Buy
185,021
+10,753
+6% +$1.49M 0.19% 87
2021
Q2 		$23.8M Buy
174,268
+10,078
+6% +$1.42M 0.2% 83
2021
Q1 		$23M Buy
164,190
+38,798
+31% +$4.6M 0.21% 83
2020
Q4 		$14M Buy
125,392
+19,604
+19% +$2.11M 0.13% 95
2020
Q3 		$11.2M Buy
105,788
+36,078
+52% +$4.1M 0.12% 98
2020
Q2 		$7.99M Buy
69,710
+51,418
+281% +$6.22M 0.09% 117
2020
Q1 		$2.19M Buy
+18,292
New +$2.15M 0.03% 212

Other funds holding FCN

DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Congress Asset Management's FCN Position: Q3 2026 in Review

Congress Asset Management reduced its FTI Consulting (FCN) stake by 41% in Q3 2026, selling an estimated $456K and leaving 4,274 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Congress Asset Management first reported a position in FCN in Q1 2020 and has held it in 27 quarters since. The position peaked at $48.1M in Q3 2024. 9 funds tracked by Wall St. Rank hold FCN as of Q3 2026.

  • Congress Asset Management held 4,274 shares of FTI Consulting worth $575K as of Q3 2026.
  • Congress Asset Management sold 3,000 FTI Consulting shares in Q3 2026, an estimated $456K.
  • FTI Consulting made up ﹤0.01% of Congress Asset Management's portfolio in Q3 2026, its #345 holding.
  • Congress Asset Management first reported a position in FTI Consulting in Q1 2020 and has held it in 27 quarters since.
  • Congress Asset Management's FTI Consulting position peaked at $48.1M in Q3 2024.
  • 9 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.