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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
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 $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principia Wealth Advisory's FCN Position: Q4 2025 in Review

Principia Wealth Advisory reduced its FTI Consulting (FCN) stake by 67% in Q4 2025, selling an estimated $330 and leaving 1 share worth $171. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Principia Wealth Advisory first reported a position in FCN in Q2 2025 and has held it in 3 quarters since. The position peaked at $485 in Q3 2025. 394 funds tracked by Wall St. Rank hold FCN as of Q4 2025.

  • Principia Wealth Advisory held 1 share of FTI Consulting worth $171 as of Q4 2025.
  • Principia Wealth Advisory sold 2 FTI Consulting shares in Q4 2025, an estimated $330.
  • FTI Consulting made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #940 holding.
  • Principia Wealth Advisory first reported a position in FTI Consulting in Q2 2025 and has held it in 3 quarters since.
  • Principia Wealth Advisory's FTI Consulting position peaked at $485 in Q3 2025.
  • 394 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.