NewSquare Capital’s FTI Consulting FCN Stock Holding History

NewSquare Capital’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	-5	Closed	-$808	–	537
2025 Q2	$808	Buy	+5	New	+$816	﹤0.01%	1080

Other funds holding FCN

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewSquare Capital's FCN Position: Q3 2025 in Review

NewSquare Capital sold out of FTI Consulting (FCN) in Q3 2025, closing a stake of 5 shares — an estimated $808 sold.

NewSquare Capital first reported a position in FCN in Q2 2025 and held it in 1 quarter. The position peaked at $808 in Q2 2025. 379 funds tracked by Wall St. Rank hold FCN as of Q3 2025.

NewSquare Capital reported no remaining FTI Consulting position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 5 FTI Consulting shares in Q3 2025, an estimated $808.
NewSquare Capital first reported a position in FTI Consulting in Q2 2025 and held it in 1 quarter.
NewSquare Capital's FTI Consulting position peaked at $808 in Q2 2025.
379 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.