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

National Wealth Management Group’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
-2,362
Closed -$381K – 241
2025
Q2 		$381K Buy
2,362
+253
+12% +$41.3K 0.21% 109
2025
Q1 		$346K Buy
2,109
+1,042
+98% +$187K 0.23% 104
2024
Q4 		$204K Buy
+1,067
New +$220K 0.14% 143

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

National Wealth Management Group's FCN Position: Q3 2025 in Review

National Wealth Management Group sold out of FTI Consulting (FCN) in Q3 2025, closing a stake of 2,362 shares — an estimated $381K sold.

National Wealth Management Group first reported a position in FCN in Q4 2024 and held it in 3 quarters. The position peaked at $381K in Q2 2025. 379 funds tracked by Wall St. Rank hold FCN as of Q3 2025.

  • National Wealth Management Group reported no remaining FTI Consulting position as of Q3 2025 after selling out during the quarter.
  • National Wealth Management Group sold 2,362 FTI Consulting shares in Q3 2025, an estimated $381K.
  • National Wealth Management Group first reported a position in FTI Consulting in Q4 2024 and held it in 3 quarters.
  • National Wealth Management Group's FTI Consulting position peaked at $381K in Q2 2025.
  • 379 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2025.

Based on National Wealth Management Group's 13F filing for Q3 2025, filed 31 Oct 2025.