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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
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

Other funds holding FCN

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Root Financial Partners's FCN Position: Q2 2026 in Review

Root Financial Partners sold out of FTI Consulting (FCN) in Q2 2026, closing a stake of 147 shares — an estimated $26K sold.

Root Financial Partners first reported a position in FCN in Q3 2025 and held it in 3 quarters. The position peaked at $26K in Q1 2026. 92 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • Root Financial Partners reported no remaining FTI Consulting position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 147 FTI Consulting shares in Q2 2026, an estimated $26K.
  • Root Financial Partners first reported a position in FTI Consulting in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's FTI Consulting position peaked at $26K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.