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Diversify Advisory Services’s FTI Consulting FCN Stock Holding History

Diversify Advisory Services’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 		– Sell
-1,193
Closed -$213K – 436
2025
Q4 		$213K Buy
+1,193
New +$197K 0.01% 862
2024
Q4 		– Sell
-1,066
Closed -$245K – 640
2024
Q3 		$245K Sell
1,066
-611
-36% -$136K 0.01% 551
2024
Q2 		$358K Sell
1,677
-2,753
-62% -$589K 0.02% 461
2024
Q1 		$922K Buy
+4,430
New +$890K 0.05% 269

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 $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $15.4B AUM 10.9% 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 $1.86B AUM 15.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diversify Advisory Services's FCN Position: Q1 2026 in Review

Diversify Advisory Services sold out of FTI Consulting (FCN) in Q1 2026, closing a stake of 1,193 shares — an estimated $213K sold.

Diversify Advisory Services first reported a position in FCN in Q1 2024 and held it in 4 quarters. The position peaked at $922K in Q1 2024. 404 funds tracked by Wall St. Rank hold FCN as of Q1 2026.

  • Diversify Advisory Services reported no remaining FTI Consulting position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 1,193 FTI Consulting shares in Q1 2026, an estimated $213K.
  • Diversify Advisory Services first reported a position in FTI Consulting in Q1 2024 and held it in 4 quarters.
  • Diversify Advisory Services's FTI Consulting position peaked at $922K in Q1 2024.
  • 404 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.