Position in FCN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,034,576
-$2,327,059 QoQ
Shares Held
6,943
-63.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FCN Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Creative Planning holds $29,512,880 across 8 Consulting Services names. FCN ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
|
71,247 | $11,308,323 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
52,117 | $9,356,564 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
46,449 | $2,818,060 | |
| 4 | ICFI |
ICF International, Inc.
|
36,346 | $2,648,169 | |
| 5 | FCN |
Fti Consulting, Inc
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|
6,943 | $1,034,576 | |
| 6 | CRAI |
Cra International, Inc.
|
6,722 | $956,539 | |
| 7 | PPHC |
Public Policy Holding Company, Inc.
|
109,789 | $813,536 | |
| 8 | HURN |
Huron Consulting Group Inc.
|
6,401 | $577,113 |
All Filings in FCN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,034,576 | 6,943 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,361,635 | 19,017 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,683,816 | 27,418 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,745,301 | 16,983 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,580,762 | 9,788 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,006,630 | 6,135 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,198,958 | 6,273 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,425,435 | 6,264 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,221,408 | 5,667 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $925,906 | 4,403 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $852,161 | 4,279 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $650,304 | 3,645 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $726,944 | 3,822 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $383,056 | 1,941 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $267,124 | 1,612 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||