Integrated Wealth Concepts’s FTI Consulting FCN Stock Holding History

Integrated Wealth Concepts’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	$268K	Sell	1,800 -1,815	-50%	-$297K	﹤0.01%	2154
2026 Q1	$639K	Buy	3,615 +1,806	+100%	+$308K	0.01%	1399
2025 Q4	$309K	Sell	1,809 -1,467	-45%	-$242K	﹤0.01%	1305
2025 Q3	$530K	Buy	3,276 +1,499	+84%	+$249K	﹤0.01%	1306
2025 Q2	$287K	Sell	1,777 -444	-20%	-$72.5K	﹤0.01%	1573
2025 Q1	$364K	Buy	2,221 +103	+5%	+$18.5K	﹤0.01%	1302
2024 Q4	$405K	Buy	2,118 +5	+0.2%	+$1.03K	﹤0.01%	1222
2024 Q3	$481K	Sell	2,113 -93	-4%	-$20.7K	0.01%	1103
2024 Q2	$475K	Buy	2,206 +12	+0.5%	+$2.57K	0.01%	1069
2024 Q1	$461K	Buy	2,194 +4	+0.2%	+$804	0.01%	1083
2023 Q4	$436K	Buy	2,190 +14	+0.6%	+$2.9K	0.01%	1058
2023 Q3	$388K	Hold	2,176	–	–	0.01%	1099
2023 Q2	$414K	Buy	2,176 +10	+0.5%	+$1.89K	0.01%	1076
2023 Q1	$427K	Buy	+2,166	New	+$376K	0.01%	907

Other funds holding FCN

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Wealth Concepts's FCN Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its FTI Consulting (FCN) stake by 50% in Q2 2026, selling an estimated $297K and leaving 1,800 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

Integrated Wealth Concepts first reported a position in FCN in Q1 2023 and has held it in 14 quarters since. The position peaked at $639K in Q1 2026. 376 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

Integrated Wealth Concepts held 1,800 shares of FTI Consulting worth $268K as of Q2 2026.
Integrated Wealth Concepts sold 1,815 FTI Consulting shares in Q2 2026, an estimated $297K.
FTI Consulting made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2154 holding.
Integrated Wealth Concepts first reported a position in FTI Consulting in Q1 2023 and has held it in 14 quarters since.
Integrated Wealth Concepts's FTI Consulting position peaked at $639K in Q1 2026.
376 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.