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Klingman & Associates’s FTI Consulting FCN Stock Holding History

Klingman & 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 		– Sell
-1,324
Closed -$214K – 326
2025
Q2 		$214K Buy
+1,324
New +$216K 0.01% 290

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

Klingman & Associates's FCN Position: Q3 2025 in Review

Klingman & Associates sold out of FTI Consulting (FCN) in Q3 2025, closing a stake of 1,324 shares — an estimated $214K sold.

Klingman & Associates first reported a position in FCN in Q2 2025 and held it in 1 quarter. The position peaked at $214K in Q2 2025. 379 funds tracked by Wall St. Rank hold FCN as of Q3 2025.

  • Klingman & Associates reported no remaining FTI Consulting position as of Q3 2025 after selling out during the quarter.
  • Klingman & Associates sold 1,324 FTI Consulting shares in Q3 2025, an estimated $214K.
  • Klingman & Associates first reported a position in FTI Consulting in Q2 2025 and held it in 1 quarter.
  • Klingman & Associates's FTI Consulting position peaked at $214K in Q2 2025.
  • 379 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2025.

Based on Klingman & Associates's 13F filing for Q3 2025, filed 27 Oct 2025.