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Allworth Financial’s Franklin Covey FC Stock Holding History

Allworth Financial’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5K Buy
204
+134
+191% +$3.05K ﹤0.01% 4121
2026
Q1 		$1.11K Buy
+70
New +$1.15K ﹤0.01% 4542
2023
Q2 		– Sell
-8
Closed -$308 – 3296
2023
Q1 		$308 Hold
8
– – ﹤0.01% 2930
2022
Q4 		$374 Hold
8
– – ﹤0.01% 2695
2022
Q3 		$0 Hold
8
– – ﹤0.01% 2792
2022
Q2 		$0 Buy
+8
New +$318 ﹤0.01% 2516

Other funds holding FC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Allworth Financial's FC Position: Q2 2026 in Review

Allworth Financial increased its Franklin Covey (FC) stake by 191% in Q2 2026, buying an estimated $3.05K and bringing the position to 204 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4121.

Allworth Financial first reported a position in FC in Q2 2022 and has held it in 6 quarters since. 113 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • Allworth Financial held 204 shares of Franklin Covey worth $5K as of Q2 2026.
  • Allworth Financial bought 134 Franklin Covey shares in Q2 2026, an estimated $3.05K.
  • Franklin Covey made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4121 holding.
  • Allworth Financial first reported a position in Franklin Covey in Q2 2022 and has held it in 6 quarters since.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.