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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
Q2 		$3.49M Sell
23,421
-13,723
-37% -$2.25M 0.3% 85
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
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

Marks Group Wealth Management's FCN Position: Q2 2026 in Review

Marks Group Wealth Management reduced its FTI Consulting (FCN) stake by 37% in Q2 2026, selling an estimated $2.25M and leaving 23,421 shares worth $3.49M. The position accounts for 0.3% of the portfolio, ranked #85.

Marks Group Wealth Management first reported a position in FCN in Q3 2020 and has held it in 15 quarters since. The position peaked at $8.68M in Q3 2024. 377 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • Marks Group Wealth Management held 23,421 shares of FTI Consulting worth $3.49M as of Q2 2026.
  • Marks Group Wealth Management sold 13,723 FTI Consulting shares in Q2 2026, an estimated $2.25M.
  • FTI Consulting made up 0.3% of Marks Group Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Marks Group Wealth Management first reported a position in FTI Consulting in Q3 2020 and has held it in 15 quarters since.
  • Marks Group Wealth Management's FTI Consulting position peaked at $8.68M in Q3 2024.
  • 377 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.