Summit Trail Advisors’s FTI Consulting FCN Stock Holding History

Summit Trail Advisors’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	$800K	Sell	5,367 -6,643	-55%	-$1.09M	0.01%	1068
2026 Q1	$2.12M	Buy	12,010 +6,948	+137%	+$1.19M	0.03%	479
2025 Q4	$865K	Sell	5,062 -1,908	-27%	-$315K	0.02%	885
2025 Q3	$1.13M	Buy	6,970 +3,640	+109%	+$605K	0.02%	762
2025 Q2	$538K	Buy	+3,330	New	+$544K	0.01%	707
2022 Q3	–	Sell	-1,380	Closed	-$250K	–	388
2022 Q2	$250K	Sell	1,380 -447	-24%	-$73.7K	0.02%	305
2022 Q1	$287K	Buy	+1,827	New	+$272K	0.02%	253

Other funds holding FCN

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Trail Advisors's FCN Position: Q2 2026 in Review

Summit Trail Advisors reduced its FTI Consulting (FCN) stake by 55% in Q2 2026, selling an estimated $1.09M and leaving 5,367 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #1068.

Summit Trail Advisors first reported a position in FCN in Q1 2022 and has held it in 7 quarters since. The position peaked at $2.12M in Q1 2026. 377 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

Summit Trail Advisors held 5,367 shares of FTI Consulting worth $800K as of Q2 2026.
Summit Trail Advisors sold 6,643 FTI Consulting shares in Q2 2026, an estimated $1.09M.
FTI Consulting made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1068 holding.
Summit Trail Advisors first reported a position in FTI Consulting in Q1 2022 and has held it in 7 quarters since.
Summit Trail Advisors's FTI Consulting position peaked at $2.12M in Q1 2026.
377 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.