WPW
FCN icon

Waldron Private Wealth’s FTI Consulting FCN Stock Holding History

Waldron Private Wealth’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 		$207K Hold
1,390
– – 0.01% 337
2026
Q1 		$246K Sell
1,390
-101
-7% -$17.2K 0.01% 301
2025
Q4 		$255K Buy
+1,491
New +$246K 0.01% 291

Other funds holding FCN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waldron Private Wealth's FCN Position: Q2 2026 in Review

Waldron Private Wealth held its FTI Consulting (FCN) position steady in Q2 2026 at 1,390 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #337.

Waldron Private Wealth first reported a position in FCN in Q4 2025 and has held it in 3 quarters since. The position peaked at $255K in Q4 2025. 376 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • Waldron Private Wealth held 1,390 shares of FTI Consulting worth $207K as of Q2 2026.
  • Waldron Private Wealth left its FTI Consulting share count unchanged in Q2 2026.
  • FTI Consulting made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #337 holding.
  • Waldron Private Wealth first reported a position in FTI Consulting in Q4 2025 and has held it in 3 quarters since.
  • Waldron Private Wealth's FTI Consulting position peaked at $255K in Q4 2025.
  • 376 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.