Optima Capital’s FTI Consulting FCN Stock Holding History

Optima 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
2026 Q1	–	Sell	-3	Closed	-$512	–	541
2025 Q4	$512	Buy	+3	New	+$495	﹤0.01%	1215

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

Optima Capital's FCN Position: Q1 2026 in Review

Optima Capital sold out of FTI Consulting (FCN) in Q1 2026, closing a stake of 3 shares — an estimated $512 sold.

Optima Capital first reported a position in FCN in Q4 2025 and held it in 1 quarter. The position peaked at $512 in Q4 2025. 405 funds tracked by Wall St. Rank hold FCN as of Q1 2026.

Optima Capital reported no remaining FTI Consulting position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 3 FTI Consulting shares in Q1 2026, an estimated $512.
Optima Capital first reported a position in FTI Consulting in Q4 2025 and held it in 1 quarter.
Optima Capital's FTI Consulting position peaked at $512 in Q4 2025.
405 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.