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Amalgamated Bank’s Franklin Covey FC Stock Holding History

Amalgamated Bank’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
Q1 		– Sell
-339
Closed -$6K – 2031
2025
Q4 		$6K Sell
339
-95
-22% -$1.59K ﹤0.01% 2634
2025
Q3 		$8K Hold
434
– – ﹤0.01% 2554
2025
Q2 		$10K Hold
434
– – ﹤0.01% 2428
2025
Q1 		$12K Hold
434
– – ﹤0.01% 2281
2024
Q4 		$16K Hold
434
– – ﹤0.01% 2209
2024
Q3 		$18K Hold
434
– – ﹤0.01% 2169
2024
Q2 		$16K Hold
434
– – ﹤0.01% 2212
2024
Q1 		$17K Sell
434
-1,316
-75% -$52.5K ﹤0.01% 2194
2023
Q4 		$76K Sell
1,750
-129
-7% -$5.11K ﹤0.01% 2100
2023
Q3 		$81K Hold
1,879
– – ﹤0.01% 2070
2023
Q2 		$82K Buy
1,879
+167
+10% +$6.18K ﹤0.01% 2135
2023
Q1 		$66K Sell
1,712
-256
-13% -$11.8K ﹤0.01% 2192
2022
Q4 		$92K Hold
1,968
– – ﹤0.01% 2169
2022
Q3 		$89K Sell
1,968
-18
-0.9% -$891 ﹤0.01% 2202
2022
Q2 		$92K Sell
1,986
-65
-3% -$2.58K ﹤0.01% 2198
2022
Q1 		$93K Buy
+2,051
New +$95K ﹤0.01% 2223

Other funds holding FC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Amalgamated Bank's FC Position: Q1 2026 in Review

Amalgamated Bank sold out of Franklin Covey (FC) in Q1 2026, closing a stake of 339 shares — an estimated $6K sold.

Amalgamated Bank first reported a position in FC in Q1 2022 and held it in 16 quarters. The position peaked at $93K in Q1 2022. 107 funds tracked by Wall St. Rank hold FC as of Q1 2026.

  • Amalgamated Bank reported no remaining Franklin Covey position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 339 Franklin Covey shares in Q1 2026, an estimated $6K.
  • Amalgamated Bank first reported a position in Franklin Covey in Q1 2022 and held it in 16 quarters.
  • Amalgamated Bank's Franklin Covey position peaked at $93K in Q1 2022.
  • 107 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.