Marks Group Wealth Management’s FTI Consulting FCN Stock Holding History

Marks Group Wealth Management’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 Q1	$6.57M	Buy	37,144 +13,856	+59%	+$2.36M	0.63%	48
2025 Q4	$3.98M	Sell	23,288 -25,122	-52%	-$4.14M	0.38%	85
2025 Q3	$7.83M	Sell	48,410 -1,797	-4%	-$298K	0.73%	61
2025 Q2	$8.11M	Buy	50,207 +938	+2%	+$153K	0.75%	68
2025 Q1	$8.08M	Buy	49,269 +15,142	+44%	+$2.72M	0.78%	58
2024 Q4	$6.52M	Sell	34,127 -3,997	-10%	-$824K	0.64%	72
2024 Q3	$8.68M	Buy	+38,124	New	+$8.47M	0.83%	47
2022 Q2	–	Sell	-45,040	Closed	-$7.08M	–	296
2022 Q1	$7.08M	Buy	45,040 +2,383	+6%	+$355K	0.89%	26
2021 Q4	$6.55M	Sell	42,657 -684	-2%	-$99.8K	0.8%	37
2021 Q3	$5.85M	Buy	43,341 +3	+0%	+$416	0.79%	46
2021 Q2	$5.93M	Sell	43,338 -2,915	-6%	-$410K	0.81%	31
2021 Q1	$6.48M	Buy	46,253 +19,811	+75%	+$2.35M	0.96%	18
2020 Q4	$2.95M	Buy	26,442 +227	+0.9%	+$24.4K	0.46%	95
2020 Q3	$2.78M	Buy	+26,215	New	+$2.98M	0.5%	86

Other funds holding FCN

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marks Group Wealth Management's FCN Position: Q1 2026 in Review

Marks Group Wealth Management increased its FTI Consulting (FCN) stake by 59% in Q1 2026, buying an estimated $2.36M and bringing the position to 37,144 shares worth $6.57M. The position accounts for 0.63% of the portfolio, ranked #48.

Marks Group Wealth Management first reported a position in FCN in Q3 2020 and has held it in 14 quarters since. The position peaked at $8.68M in Q3 2024. 404 funds tracked by Wall St. Rank hold FCN as of Q1 2026.

Marks Group Wealth Management held 37,144 shares of FTI Consulting worth $6.57M as of Q1 2026.
Marks Group Wealth Management bought 13,856 FTI Consulting shares in Q1 2026, an estimated $2.36M.
FTI Consulting made up 0.63% of Marks Group Wealth Management's portfolio in Q1 2026, its #48 holding.
Marks Group Wealth Management first reported a position in FTI Consulting in Q3 2020 and has held it in 14 quarters since.
Marks Group Wealth Management's FTI Consulting position peaked at $8.68M in Q3 2024.
404 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.