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Principia Wealth Advisory’s FTI Consulting FCN Stock Holding History

Principia Wealth Advisory’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 		$149 Hold
1
– – ﹤0.01% 1011
2026
Q1 		$177 Hold
1
– – ﹤0.01% 969
2025
Q4 		$171 Sell
1
-2
-67% -$330 ﹤0.01% 940
2025
Q3 		$485 Buy
3
+1
+50% +$166 ﹤0.01% 803
2025
Q2 		$323 Buy
+2
New +$327 ﹤0.01% 841

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

Principia Wealth Advisory's FCN Position: Q2 2026 in Review

Principia Wealth Advisory held its FTI Consulting (FCN) position steady in Q2 2026 at 1 share worth $149. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Principia Wealth Advisory first reported a position in FCN in Q2 2025 and has held it in 5 quarters since. The position peaked at $485 in Q3 2025. 377 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • Principia Wealth Advisory held 1 share of FTI Consulting worth $149 as of Q2 2026.
  • Principia Wealth Advisory left its FTI Consulting share count unchanged in Q2 2026.
  • FTI Consulting made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1011 holding.
  • Principia Wealth Advisory first reported a position in FTI Consulting in Q2 2025 and has held it in 5 quarters since.
  • Principia Wealth Advisory's FTI Consulting position peaked at $485 in Q3 2025.
  • 377 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.