Creative Planning
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Creative Planning’s FTI Consulting FCN Stock Holding History

Creative Planning’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 		$1.03M Sell
6,943
-12,074
-63% -$1.98M ﹤0.01% 2608
2026
Q1 		$3.36M Sell
19,017
-8,401
-31% -$1.43M ﹤0.01% 1484
2025
Q4 		$4.68M Buy
27,418
+10,435
+61% +$1.72M ﹤0.01% 1052
2025
Q3 		$2.75M Buy
16,983
+7,195
+74% +$1.19M ﹤0.01% 1294
2025
Q2 		$1.58M Buy
9,788
+3,653
+60% +$596K ﹤0.01% 1498
2025
Q1 		$1.01M Sell
6,135
-138
-2% -$24.8K ﹤0.01% 1709
2024
Q4 		$1.2M Buy
6,273
+9
+0.1% +$1.85K ﹤0.01% 1506
2024
Q3 		$1.43M Buy
6,264
+597
+11% +$133K ﹤0.01% 1272
2024
Q2 		$1.22M Buy
5,667
+1,264
+29% +$270K ﹤0.01% 1273
2024
Q1 		$926K Buy
4,403
+124
+3% +$24.9K ﹤0.01% 1380
2023
Q4 		$852K Buy
4,279
+634
+17% +$131K ﹤0.01% 1328
2023
Q3 		$650K Sell
3,645
-177
-5% -$33K ﹤0.01% 1390
2023
Q2 		$727K Buy
3,822
+1,881
+97% +$356K ﹤0.01% 1304
2023
Q1 		$383K Buy
+1,941
New +$337K ﹤0.01% 1649
2022
Q4 		– Sell
-1,612
Closed -$267K – 2525
2022
Q3 		$267K Buy
+1,612
New +$271K ﹤0.01% 1719
2017
Q3 		– Sell
-1,520
Closed -$53K – 2479
2017
Q2 		$53K Buy
1,520
+1,395
+1,116% +$50.9K ﹤0.01% 2464
2017
Q1 		$5K Hold
125
– – ﹤0.01% 3948
2016
Q4 		$6K Buy
+125
New +$5.43K ﹤0.01% 3843
2014
Q4 		– Sell
-200
Closed -$7K – 4210
2014
Q3 		$7K Hold
200
– – ﹤0.01% 3127
2014
Q2 		$8K Hold
200
– – ﹤0.01% 2981
2014
Q1 		$7K Buy
+200
New +$7.01K ﹤0.01% 2917

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

Creative Planning's FCN Position: Q2 2026 in Review

Creative Planning reduced its FTI Consulting (FCN) stake by 63% in Q2 2026, selling an estimated $1.98M and leaving 6,943 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

Creative Planning first reported a position in FCN in Q1 2014 and has held it in 21 quarters since. The position peaked at $4.68M in Q4 2025. 375 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • Creative Planning held 6,943 shares of FTI Consulting worth $1.03M as of Q2 2026.
  • Creative Planning sold 12,074 FTI Consulting shares in Q2 2026, an estimated $1.98M.
  • FTI Consulting made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2608 holding.
  • Creative Planning first reported a position in FTI Consulting in Q1 2014 and has held it in 21 quarters since.
  • Creative Planning's FTI Consulting position peaked at $4.68M in Q4 2025.
  • 375 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.