Position in FCN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$38,891
-$53,382 QoQ
Shares Held
261
-50.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#302
of 373 holders
Holding Since
Sep 2025
4 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, 2026Caldwell Trust Co holds $58,889 across 2 Consulting Services names. FCN ranks #1 (66.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCN |
Fti Consulting, Inc
This page
|
261 | $38,891 | |
| 2 | EFX |
Equifax Inc
|
126 | $19,998 |
All Filings in FCN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,891 | 261 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $92,273 | 522 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $89,173 | 522 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $84,381 | 522 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||