Root Financial Partners
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Root Financial Partners’s FTI Consulting FCN Stock Holding History

Root Financial Partners’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
Q3 		$11.3K Buy
+84
New +$12.8K ﹤0.01% 1858
2026
Q2 		– Sell
-147
Closed -$26K – 1335
2026
Q1 		$26K Buy
147
+52
+55% +$8.87K ﹤0.01% 1181
2025
Q4 		$16.2K Buy
95
+23
+32% +$3.79K ﹤0.01% 1277
2025
Q3 		$11.6K Buy
+72
New +$12K ﹤0.01% 1392

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Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Running Oak Capital
Running Oak Capital Edina, Minnesota $606M AUM 0.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Root Financial Partners's FCN Position: Q3 2026 in Review

Root Financial Partners opened a new position in FTI Consulting (FCN) in Q3 2026: 84 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #1858 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FCN as recently as Q1 2026.

Root Financial Partners first reported a position in FCN in Q3 2025 and has held it in 4 quarters since. The position peaked at $26K in Q1 2026. 156 funds tracked by Wall St. Rank hold FCN as of Q3 2026.

  • Root Financial Partners held 84 shares of FTI Consulting worth $11.3K as of Q3 2026.
  • FTI Consulting was a new Root Financial Partners position in Q3 2026.
  • FTI Consulting made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1858 holding.
  • Root Financial Partners first reported a position in FTI Consulting in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's FTI Consulting position peaked at $26K in Q1 2026.
  • 156 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.