Position in FCN
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,006,162
+$46,401 QoQ
Shares Held
11,349
-1.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in FCN Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $2,813,738 across 2 Consulting Services names. FCN ranks #1 (71.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCN |
Fti Consulting, Inc
This page
|
11,349 | $2,006,162 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
4,256 | $807,576 |
All Filings in FCN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,006,162 | 11,349 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,959,761 | 11,472 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,183,278 | 7,320 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,161,669 | 7,193 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||