Bison Wealth, LLC FTI — TECHNIPFMC PLC

Ownership history in Bison Wealth, LLC  ·  5 quarters on record

AI Ownership Summary

Bison Wealth, LLC reported TECHNIPFMC PLC (FTI) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q4. The latest visible filing shows FTI at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bison Wealth, LLC's position in TECHNIPFMC PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FTI was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTI stock page Bison Wealth, LLC fund profile Bison Wealth, LLC full holdings
How Bison Wealth, LLC held FTI — position size vs. price
% of Fund (quarterly)    FTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 5,892 +46 +0.8% 0.04% $396K 2026-07-07 $68.11
2026 Q1 REDUCED 10.3% -5.6% ✅ 5,846 -669 -10.3% 0.04% $425K 2026-05-15 $71.23
2025 Q4 ADDED — — — 6,515 +106 +1.7% 0.05% $425K 2026-03-24 $70.11
2025 Q3 ADDED — — — 6,409 +700 +12.3% 0.02% $270K 2025-11-12 $42.80
2025 Q2 INITIATED — — — 5,709 — — 0.02% $204K 2025-07-15 $34.02

🏢 Other funds also holding FTI

As of 2026 Q2 — sorted by position size

Kopion Asset Management, LLC 3Y 4.15% SHAYNE & JACOBS, LLC 3Y 7Y 2.96% PVG ASSET MANAGEMENT CORP 3Y 7Y 1.46% CX Institutional 3Y 7Y 0.13% GAMMA Investing LLC 0.02% Versant Capital Management, Inc 3Y 7Y 0.02% CoreCap Advisors, LLC 3Y 0.01% Avior Wealth Management, LLC 3Y 7Y 0.01% Retirement Wealth Solutions LLC 0.0% Dogwood Wealth Management LLC 0.0%

FAQ About Bison Wealth, LLC and FTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bison Wealth, LLC reported owning FTI?

Bison Wealth, LLC reported FTI across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported FTI position in Bison Wealth, LLC's portfolio?

The largest reported portfolio weight for FTI was 0.05% in 2025 Q4.

What is the latest reported FTI position on this page?

The most recent filing on this page is 2026 Q2, when Bison Wealth, LLC reported 5,892 shares, equal to 0.04% of portfolio, with an estimated market value of $396K.

What does the chart on this FTI ownership page compare?

The chart compares Bison Wealth, LLC's quarterly FTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bison Wealth, LLC time their FTI position?

Based on 13F filing dates vs. subsequent FTI price moves, Bison Wealth, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on FTI relative to SPY over the holding period was +65.9%.

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