WT
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Whittier Trust’s FTI Consulting FCN Stock Holding History

Whittier Trust’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 		$57.9K Hold
372
– – ﹤0.01% 852
2026
Q1 		$68.5K Sell
372
-240
-39% -$40.9K ﹤0.01% 782
2025
Q4 		$109K Hold
612
– – ﹤0.01% 720
2025
Q3 		$97.9K Hold
612
– – ﹤0.01% 716
2025
Q2 		$98.8K Sell
612
-123
-17% -$20.1K ﹤0.01% 797
2025
Q1 		$121K Sell
735
-147
-17% -$26.4K ﹤0.01% 737
2024
Q4 		$169K Sell
882
-407
-32% -$83.9K ﹤0.01% 694
2024
Q3 		$293K Buy
1,289
+9
+0.7% +$2K ﹤0.01% 598
2024
Q2 		$276K Buy
1,280
+137
+12% +$29.3K ﹤0.01% 591
2024
Q1 		$240K Hold
1,143
– – ﹤0.01% 613
2023
Q4 		$228K Sell
1,143
-99
-8% -$20.5K ﹤0.01% 623
2023
Q3 		$222K Buy
1,242
+40
+3% +$7.45K ﹤0.01% 610
2023
Q2 		$229K Hold
1,202
– – ﹤0.01% 607
2023
Q1 		$237K Buy
1,202
+172
+17% +$29.9K ﹤0.01% 620
2022
Q4 		$164K Sell
1,030
-6,210
-86% -$1.04M ﹤0.01% 698
2022
Q3 		$1.2M Buy
7,240
+190
+3% +$32K 0.03% 312
2022
Q2 		$1.27M Hold
7,050
– – 0.03% 324
2022
Q1 		$1.11M Hold
7,050
– – 0.02% 357
2021
Q4 		$1.08M Buy
7,050
+300
+4% +$43.8K 0.02% 364
2021
Q3 		$909K Hold
6,750
– – 0.02% 377
2021
Q2 		$922K Hold
6,750
– – 0.02% 374
2021
Q1 		$946K Buy
+6,750
New +$799K 0.02% 368
2020
Q4 		– Sell
-6,750
Closed -$715K – 1444
2020
Q3 		$715K Hold
6,750
– – 0.02% 372
2020
Q2 		$773K Hold
6,750
– – 0.02% 337
2020
Q1 		$808K Hold
6,750
– – 0.03% 318
2019
Q4 		$747K Hold
6,750
– – 0.02% 345
2019
Q3 		$715K Hold
6,750
– – 0.02% 345
2019
Q2 		$566K Hold
6,750
– – 0.02% 371
2019
Q1 		$518K Hold
6,750
– – 0.02% 380
2018
Q4 		$450K Buy
+6,750
New +$453K 0.02% 380

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

Whittier Trust's FCN Position: Q2 2026 in Review

Whittier Trust held its FTI Consulting (FCN) position steady in Q2 2026 at 372 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Whittier Trust first reported a position in FCN in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.27M in Q2 2022. 376 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • Whittier Trust held 372 shares of FTI Consulting worth $57.9K as of Q2 2026.
  • Whittier Trust left its FTI Consulting share count unchanged in Q2 2026.
  • FTI Consulting made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #852 holding.
  • Whittier Trust first reported a position in FTI Consulting in Q4 2018 and has held it in 30 quarters since.
  • Whittier Trust's FTI Consulting position peaked at $1.27M in Q2 2022.
  • 376 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.