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Congress Wealth Management’s FTI Consulting FCN Stock Holding History

Congress Wealth 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
2025
Q2 		$2.01M Sell
12,462
-1,439
-10% -$235K 0.02% 553
2025
Q1 		$2.28M Sell
13,901
-29,345
-68% -$5.27M 0.03% 464
2024
Q4 		$8.27M Sell
43,246
-460
-1% -$94.8K 0.11% 223
2024
Q3 		$9.95M Buy
43,706
+111
+0.3% +$24.7K 0.13% 212
2024
Q2 		$9.4M Buy
43,595
+1,018
+2% +$218K 0.15% 181
2024
Q1 		$8.95M Buy
42,577
+331
+0.8% +$66.5K 0.15% 178
2023
Q4 		$8.41M Sell
42,246
-6,047
-13% -$1.25M 0.15% 176
2023
Q3 		$8.62M Sell
48,293
-2,571
-5% -$479K 0.18% 162
2023
Q2 		$9.67M Sell
50,864
-146
-0.3% -$27.6K 0.22% 136
2023
Q1 		$10.1M Sell
51,010
-1,043
-2% -$181K 0.24% 132
2022
Q4 		$8.27M Sell
52,053
-1,578
-3% -$263K 0.21% 140
2022
Q3 		$8.89M Sell
53,631
-7,658
-12% -$1.29M 0.24% 128
2022
Q2 		$11.1M Sell
61,289
-6,376
-9% -$1.05M 0.28% 92
2022
Q1 		$10.6M Buy
67,665
+1,627
+2% +$243K 0.23% 123
2021
Q4 		$10.1M Buy
+66,038
New +$9.63M 0.2% 146

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Congress Wealth Management's FCN Position: Q2 2025 in Review

Congress Wealth Management reduced its FTI Consulting (FCN) stake by 10% in Q2 2025, selling an estimated $235K and leaving 12,462 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #553.

Congress Wealth Management first reported a position in FCN in Q4 2021 and has held it in 15 quarters since. The position peaked at $11.1M in Q2 2022. 389 funds tracked by Wall St. Rank hold FCN as of Q2 2025.

  • Congress Wealth Management held 12,462 shares of FTI Consulting worth $2.01M as of Q2 2025.
  • Congress Wealth Management sold 1,439 FTI Consulting shares in Q2 2025, an estimated $235K.
  • FTI Consulting made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #553 holding.
  • Congress Wealth Management first reported a position in FTI Consulting in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's FTI Consulting position peaked at $11.1M in Q2 2022.
  • 389 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.