Position in FCN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$799,736
-$1,323,271 QoQ
Shares Held
5,367
-55.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#179
of 373 holders
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FCN Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Summit Trail Advisors, LLC holds $5,634,842 across 5 Consulting Services names. FCN ranks #4 (14.2% of the industry book) .
All Filings in FCN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799,736 | 5,367 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,123,007 | 12,010 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $864,741 | 5,062 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,126,700 | 6,970 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $537,795 | 3,330 | Shares | Sole | 2025-08-14 | |
| 2022-06-30 | $249,573 | 1,380 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $287,240 | 1,827 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||