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Exencial Wealth Advisors’s FTI Consulting FCN Stock Holding History

Exencial 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
Q1 		$2.01M Sell
11,349
-123
-1% -$21K 0.06% 223
2025
Q4 		$1.96M Buy
11,472
+4,152
+57% +$684K 0.06% 227
2025
Q3 		$1.18M Buy
7,320
+127
+2% +$21.1K 0.04% 267
2025
Q2 		$1.16M Buy
+7,193
New +$1.17M 0.04% 268

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Exencial Wealth Advisors's FCN Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its FTI Consulting (FCN) stake by 1.1% in Q1 2026, selling an estimated $21K and leaving 11,349 shares worth $2.01M. The position accounts for 0.06% of the portfolio, ranked #223.

Exencial Wealth Advisors first reported a position in FCN in Q2 2025 and has held it in 4 quarters since. 408 funds tracked by Wall St. Rank hold FCN as of Q1 2026.

  • Exencial Wealth Advisors held 11,349 shares of FTI Consulting worth $2.01M as of Q1 2026.
  • Exencial Wealth Advisors sold 123 FTI Consulting shares in Q1 2026, an estimated $21K.
  • FTI Consulting made up 0.06% of Exencial Wealth Advisors's portfolio in Q1 2026, its #223 holding.
  • Exencial Wealth Advisors first reported a position in FTI Consulting in Q2 2025 and has held it in 4 quarters since.
  • 408 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.