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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
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Trail Advisors's FCN Position: Q1 2026 in Review

Summit Trail Advisors increased its FTI Consulting (FCN) stake by 137% in Q1 2026, buying an estimated $1.19M and bringing the position to 12,010 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #479.

Summit Trail Advisors first reported a position in FCN in Q1 2022 and has held it in 6 quarters since. 404 funds tracked by Wall St. Rank hold FCN as of Q1 2026.

  • Summit Trail Advisors held 12,010 shares of FTI Consulting worth $2.12M as of Q1 2026.
  • Summit Trail Advisors bought 6,948 FTI Consulting shares in Q1 2026, an estimated $1.19M.
  • FTI Consulting made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #479 holding.
  • Summit Trail Advisors first reported a position in FTI Consulting in Q1 2022 and has held it in 6 quarters since.
  • 404 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.