Ameriprise
FC icon

Ameriprise’s Franklin Covey FC Stock Holding History

Ameriprise’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 		$464K Sell
29,408
-27,880
-49% -$459K ﹤0.01% 3613
2025
Q4 		$961K Buy
57,288
+535
+0.9% +$8.96K ﹤0.01% 3360
2025
Q3 		$1.1M Buy
56,753
+35,248
+164% +$697K ﹤0.01% 3318
2025
Q2 		$491K Sell
21,505
-1,459
-6% -$32.3K ﹤0.01% 3537
2025
Q1 		$634K Buy
+22,964
New +$760K ﹤0.01% 3400
2014
Q4 		– Sell
-780
Closed -$15K – 3939
2014
Q3 		$15K Hold
780
– – ﹤0.01% 4620
2014
Q2 		$16K Hold
780
– – ﹤0.01% 4443
2014
Q1 		$15K Hold
780
– – ﹤0.01% 4332
2013
Q4 		$16K Sell
780
-567
-42% -$11K ﹤0.01% 4163
2013
Q3 		$24K Hold
1,347
– – ﹤0.01% 4290
2013
Q2 		$18K Buy
+1,347
New +$18.7K ﹤0.01% 4352

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 $5.72T AUM 30.48% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 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 $481B AUM 30.42% 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 $2.9T AUM 29.55% 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