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Steph & Co’s FTI Consulting FCN Stock Holding History

Steph & Co’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 		$136K Buy
1,010
+536
+113% +$81.4K 0.03% 116
2026
Q2 		$70.6K Buy
+474
New +$77.6K 0.02% 166

Other funds holding FCN

CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
WCM
Washington Capital Management Seattle, Washington $148M AUM 21.98% 1-Year Est. Return

Steph & Co's FCN Position: Q3 2026 in Review

Steph & Co increased its FTI Consulting (FCN) stake by 113% in Q3 2026, buying an estimated $81.4K and bringing the position to 1,010 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #116.

Steph & Co first reported a position in FCN in Q2 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold FCN as of Q3 2026.

  • Steph & Co held 1,010 shares of FTI Consulting worth $136K as of Q3 2026.
  • Steph & Co bought 536 FTI Consulting shares in Q3 2026, an estimated $81.4K.
  • FTI Consulting made up 0.03% of Steph & Co's portfolio in Q3 2026, its #116 holding.
  • Steph & Co first reported a position in FTI Consulting in Q2 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.