O'Shaughnessy Asset Management’s FTI Consulting FCN Stock Holding History

O'Shaughnessy Asset 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	$1.07M	Buy	7,186 +5,457	+316%	+$893K	﹤0.01%	1211
2026 Q1	$306K	Buy	1,729 +243	+16%	+$41.5K	﹤0.01%	1774
2025 Q4	$254K	Buy	1,486 +112	+8%	+$18.5K	﹤0.01%	1868
2025 Q3	$222K	Buy	+1,374	New	+$228K	﹤0.01%	1914
2025 Q1	–	Sell	-1,263	Closed	-$241K	–	2332
2024 Q4	$241K	Buy	+1,263	New	+$260K	﹤0.01%	1646
2021 Q4	–	Sell	-102	Closed	-$14K	–	1646
2021 Q3	$14K	Buy	102 +86	+538%	+$11.9K	﹤0.01%	2059
2021 Q2	$2K	Hold	16	–	–	﹤0.01%	2293
2021 Q1	$2K	Hold	16	–	–	﹤0.01%	2070
2020 Q4	$2K	Sell	16 -3,495	-100%	-$376K	﹤0.01%	1837
2020 Q3	$373K	Sell	3,511 -10	-0.3%	-$1.14K	0.01%	519
2020 Q2	$404K	Sell	3,521 -276	-7%	-$33.4K	0.01%	449
2020 Q1	$457K	Sell	3,797 -1,391	-27%	-$164K	0.02%	307
2019 Q4	$573K	Sell	5,188 -23,815	-82%	-$2.6M	0.01%	371
2019 Q3	$3.07M	Sell	29,003 -5,471	-16%	-$558K	0.07%	142
2019 Q2	$2.88M	Sell	34,474 -6,175	-15%	-$508K	0.07%	151
2019 Q1	$3.11M	Buy	40,649 +4,538	+13%	+$320K	0.07%	155
2018 Q4	$2.41M	Buy	36,111 +7,064	+24%	+$474K	0.06%	173
2018 Q3	$2.11M	Buy	29,047 +22,124	+320%	+$1.63M	0.04%	182
2018 Q2	$419K	Buy	6,923 +3,580	+107%	+$208K	0.01%	381
2018 Q1	$162K	Buy	+3,343	New	+$151K	﹤0.01%	552

Other funds holding FCN

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

O'Shaughnessy Asset Management's FCN Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its FTI Consulting (FCN) stake by 316% in Q2 2026, buying an estimated $893K and bringing the position to 7,186 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

O'Shaughnessy Asset Management first reported a position in FCN in Q1 2018 and has held it in 20 quarters since. The position peaked at $3.11M in Q1 2019. 375 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

O'Shaughnessy Asset Management held 7,186 shares of FTI Consulting worth $1.07M as of Q2 2026.
O'Shaughnessy Asset Management bought 5,457 FTI Consulting shares in Q2 2026, an estimated $893K.
FTI Consulting made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1211 holding.
O'Shaughnessy Asset Management first reported a position in FTI Consulting in Q1 2018 and has held it in 20 quarters since.
O'Shaughnessy Asset Management's FTI Consulting position peaked at $3.11M in Q1 2019.
375 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.