FW
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FullCircle Wealth’s FTI Consulting FCN Stock Holding History

FullCircle Wealth’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
Q3 		$267K Buy
1,594
+56
+4% +$9.3K 0.09% 212
2025
Q2 		$256K Buy
1,538
+148
+11% +$24.2K 0.1% 222
2025
Q1 		$226K Buy
+1,390
New +$250K 0.09% 212

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FullCircle Wealth's FCN Position: Q3 2025 in Review

FullCircle Wealth increased its FTI Consulting (FCN) stake by 3.6% in Q3 2025, buying an estimated $9.3K and bringing the position to 1,594 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #212.

FullCircle Wealth first reported a position in FCN in Q1 2025 and has held it in 3 quarters since. 379 funds tracked by Wall St. Rank hold FCN as of Q3 2025.

  • FullCircle Wealth held 1,594 shares of FTI Consulting worth $267K as of Q3 2025.
  • FullCircle Wealth bought 56 FTI Consulting shares in Q3 2025, an estimated $9.3K.
  • FTI Consulting made up 0.09% of FullCircle Wealth's portfolio in Q3 2025, its #212 holding.
  • FullCircle Wealth first reported a position in FTI Consulting in Q1 2025 and has held it in 3 quarters since.
  • 379 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.