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JFS Wealth Advisors’s FTI Consulting FCN Stock Holding History

JFS 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 		$3.73K Buy
25
+2
+9% +$327 ﹤0.01% 1399
2026
Q1 		$4.07K Sell
23
-1
-4% -$171 ﹤0.01% 1269
2025
Q4 		$4.1K Buy
24
+9
+60% +$1.48K ﹤0.01% 1317
2025
Q3 		$2.42K Sell
15
-1
-6% -$166 ﹤0.01% 1392
2025
Q2 		$2.58K Sell
16
-11
-41% -$1.8K ﹤0.01% 1323
2025
Q1 		$4.43K Sell
27
-6
-18% -$1.08K ﹤0.01% 1159
2024
Q4 		$6.31K Hold
33
– – ﹤0.01% 1030
2024
Q3 		$7.51K Buy
33
+1
+3% +$222 ﹤0.01% 956
2024
Q2 		$6.9K Hold
32
– – ﹤0.01% 925
2024
Q1 		$6.73K Hold
32
– – ﹤0.01% 976
2023
Q4 		$6.37K Hold
32
– – ﹤0.01% 959
2023
Q3 		$5.71K Hold
32
– – ﹤0.01% 939
2023
Q2 		$6.09K Sell
32
-7
-18% -$1.32K ﹤0.01% 915
2023
Q1 		$7.7K Buy
39
+3
+8% +$521 ﹤0.01% 814
2022
Q4 		$5.72K Sell
36
-1
-3% -$167 ﹤0.01% 938
2022
Q3 		$6K Sell
37
-8
-18% -$1.35K ﹤0.01% 905
2022
Q2 		$8K Buy
45
+19
+73% +$3.13K ﹤0.01% 821
2022
Q1 		$4K Buy
26
+15
+136% +$2.24K ﹤0.01% 1132
2021
Q4 		$2K Buy
+11
New +$1.6K ﹤0.01% 1072

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

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

JFS Wealth Advisors increased its FTI Consulting (FCN) stake by 8.7% in Q2 2026, buying an estimated $327 and bringing the position to 25 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

JFS Wealth Advisors first reported a position in FCN in Q4 2021 and has held it in 19 quarters since. The position peaked at $8K in Q2 2022. 376 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • JFS Wealth Advisors held 25 shares of FTI Consulting worth $3.73K as of Q2 2026.
  • JFS Wealth Advisors bought 2 FTI Consulting shares in Q2 2026, an estimated $327.
  • FTI Consulting made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1399 holding.
  • JFS Wealth Advisors first reported a position in FTI Consulting in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's FTI Consulting position peaked at $8K in Q2 2022.
  • 376 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.