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Kathleen S. Wright Associates’s FTI Consulting FCN Stock Holding History

Kathleen S. Wright Associates’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 		$41.5K Hold
257
– – 0.02% 157
2025
Q2 		$41.5K Hold
257
– – 0.02% 158
2025
Q1 		$42.2K Hold
257
– – 0.02% 154
2024
Q4 		$49.1K Hold
257
– – 0.02% 146
2024
Q3 		$58.5K Buy
+257
New +$57.1K 0.02% 145

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

Kathleen S. Wright Associates's FCN Position: Q3 2025 in Review

Kathleen S. Wright Associates held its FTI Consulting (FCN) position steady in Q3 2025 at 257 shares worth $41.5K. The position accounts for 0.02% of the portfolio, ranked #157.

Kathleen S. Wright Associates first reported a position in FCN in Q3 2024 and has held it in 5 quarters since. The position peaked at $58.5K in Q3 2024. 379 funds tracked by Wall St. Rank hold FCN as of Q3 2025.

  • Kathleen S. Wright Associates held 257 shares of FTI Consulting worth $41.5K as of Q3 2025.
  • Kathleen S. Wright Associates left its FTI Consulting share count unchanged in Q3 2025.
  • FTI Consulting made up 0.02% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #157 holding.
  • Kathleen S. Wright Associates first reported a position in FTI Consulting in Q3 2024 and has held it in 5 quarters since.
  • Kathleen S. Wright Associates's FTI Consulting position peaked at $58.5K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.