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Summit Wealth Partners’s FTI Consulting FCN Stock Holding History

Summit Wealth 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 		$253K Hold
1,699
– – 0.04% 250
2026
Q1 		$300K Buy
+1,699
New +$290K 0.05% 219

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Summit Wealth Partners's FCN Position: Q2 2026 in Review

Summit Wealth Partners held its FTI Consulting (FCN) position steady in Q2 2026 at 1,699 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #250.

Summit Wealth Partners first reported a position in FCN in Q1 2026 and has held it in 2 quarters since. The position peaked at $300K in Q1 2026. 376 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • Summit Wealth Partners held 1,699 shares of FTI Consulting worth $253K as of Q2 2026.
  • Summit Wealth Partners left its FTI Consulting share count unchanged in Q2 2026.
  • FTI Consulting made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #250 holding.
  • Summit Wealth Partners first reported a position in FTI Consulting in Q1 2026 and has held it in 2 quarters since.
  • Summit Wealth Partners's FTI Consulting position peaked at $300K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.