Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PTC
Private Trust Company’s
FTI Consulting
FCN
Stock Holding History
Private Trust Company’s Portfolio
FCN Stock Details
FCN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-11
Closed
-$1.78K
–
2592
2025
Q2
$1.78K
Sell
11
-289
-96%
-$47.2K
﹤0.01%
2287
2025
Q1
$49.2K
Hold
300
–
–
0.01%
1204
2024
Q4
$57.3K
Hold
300
–
–
0.01%
1122
2024
Q3
$68.3K
Hold
300
–
–
0.01%
1031
2024
Q2
$64.7K
Hold
300
–
–
0.01%
1020
2024
Q1
$63.1K
Buy
300
+180
+150%
+$36.2K
0.01%
1023
2023
Q4
$23.9K
Hold
120
–
–
﹤0.01%
1332
2023
Q3
$21.4K
Hold
120
–
–
﹤0.01%
1332
2023
Q2
$22.8K
Hold
120
–
–
﹤0.01%
1314
2023
Q1
$23.7K
Hold
120
–
–
﹤0.01%
1268
2022
Q4
$19K
Hold
120
–
–
﹤0.01%
1314
2022
Q3
$20K
Hold
120
–
–
﹤0.01%
1199
2022
Q2
$22K
Buy
+120
New
+$19.8K
﹤0.01%
1199
2022
Q1
–
Sell
-4,397
Closed
-$675K
–
364
2021
Q4
$675K
Sell
4,397
-117
-3%
-$17.1K
0.09%
222
2021
Q3
$608K
Hold
4,514
–
–
0.09%
234
2021
Q2
$617K
Sell
4,514
-547
-11%
-$77K
0.09%
232
2021
Q1
$709K
Sell
5,061
-54
-1%
-$6.4K
0.12%
196
2020
Q4
$571K
Hold
5,115
–
–
0.1%
227
2020
Q3
$542K
Buy
+5,115
New
+$581K
0.1%
213
Other funds holding FCN
Mawer Investment Management
Calgary, Alberta, Canada
$15.4B AUM
10.9%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close