EWA
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EverSource Wealth Advisors’s FTI Consulting FCN Stock Holding History

EverSource Wealth Advisors’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 		$28.8K Sell
193
-121
-39% -$19.8K ﹤0.01% 2177
2026
Q1 		$55.5K Buy
314
+10
+3% +$1.71K ﹤0.01% 1812
2025
Q4 		$51.9K Buy
304
+38
+14% +$6.26K ﹤0.01% 1724
2025
Q3 		$43K Sell
266
-28
-10% -$4.65K ﹤0.01% 1807
2025
Q2 		$47.5K Buy
294
+212
+259% +$34.6K ﹤0.01% 1643
2025
Q1 		$13.5K Sell
82
-75
-48% -$13.5K ﹤0.01% 1932
2024
Q4 		$30K Buy
157
+33
+27% +$6.8K ﹤0.01% 1416
2024
Q3 		$28.2K Buy
124
+75
+153% +$16.7K ﹤0.01% 1319
2024
Q2 		$10.7K Buy
49
+5
+11% +$1.07K ﹤0.01% 1818
2024
Q1 		$9.41K Buy
44
+5
+13% +$1K ﹤0.01% 1723
2023
Q4 		$7.77K Hold
39
– – ﹤0.01% 1680
2023
Q3 		$6.96K Hold
39
– – ﹤0.01% 1559
2023
Q2 		$7.42K Hold
39
– – ﹤0.01% 1571
2023
Q1 		$7.7K Buy
39
+20
+105% +$3.48K ﹤0.01% 1479
2022
Q4 		$3.02K Hold
19
– – ﹤0.01% 1788
2022
Q3 		$3K Hold
19
– – ﹤0.01% 1528
2022
Q2 		$3K Hold
19
– – ﹤0.01% 1393
2022
Q1 		$3K Hold
19
– – ﹤0.01% 1410
2021
Q4 		$3K Buy
+19
New +$2.77K ﹤0.01% 1417

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

EverSource Wealth Advisors's FCN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its FTI Consulting (FCN) stake by 39% in Q2 2026, selling an estimated $19.8K and leaving 193 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

EverSource Wealth Advisors first reported a position in FCN in Q4 2021 and has held it in 19 quarters since. The position peaked at $55.5K in Q1 2026. 376 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • EverSource Wealth Advisors held 193 shares of FTI Consulting worth $28.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 121 FTI Consulting shares in Q2 2026, an estimated $19.8K.
  • FTI Consulting made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2177 holding.
  • EverSource Wealth Advisors first reported a position in FTI Consulting in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's FTI Consulting position peaked at $55.5K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.