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Pinnacle Wealth Planning Services’s FTI Consulting FCN Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.64K Sell
11
-17
-61% -$2.78K ﹤0.01% 2505
2026
Q1 		$4.95K Hold
28
– – ﹤0.01% 2264
2025
Q4 		$4.78K Buy
+28
New +$4.62K ﹤0.01% 2292
2021
Q1 		– Sell
-10
Closed -$1K – 899
2020
Q4 		$1K Buy
+10
New +$1.08K ﹤0.01% 2110

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

Pinnacle Wealth Planning Services's FCN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its FTI Consulting (FCN) stake by 61% in Q2 2026, selling an estimated $2.78K and leaving 11 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Pinnacle Wealth Planning Services first reported a position in FCN in Q4 2020 and has held it in 4 quarters since. The position peaked at $4.95K in Q1 2026. 375 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 11 shares of FTI Consulting worth $1.64K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 17 FTI Consulting shares in Q2 2026, an estimated $2.78K.
  • FTI Consulting made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2505 holding.
  • Pinnacle Wealth Planning Services first reported a position in FTI Consulting in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's FTI Consulting position peaked at $4.95K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.