Position in FTI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$350,196
-$38,591 QoQ
Shares Held
5,282
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#566
of 816 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Kaufman Rossin Wealth, LLC holds $565,676 across 2 Oil & Gas Equipment & Services names. FTI ranks #1 (61.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTI |
TechnipFMC plc
This page
|
5,282 | $350,196 | |
| 2 | HAL |
Halliburton Co
|
6,347 | $215,480 |
All Filings in FTI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,196 | 5,282 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $388,787 | 5,624 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $322,213 | 7,231 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $267,944 | 6,792 | Shares | Sole | 2025-10-14 | |
| 2025-03-31 | $430,540 | 13,586 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||