Axa
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Axa’s Franklin Covey FC Stock Holding History

Axa’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
2025
Q3 		– Sell
-20,932
Closed -$478K – 425
2025
Q2 		$478K Sell
20,932
-1,400
-6% -$31K ﹤0.01% 989
2025
Q1 		$617K Hold
22,332
– – ﹤0.01% 903
2024
Q4 		$839K Hold
22,332
– – ﹤0.01% 886
2024
Q3 		$919K Hold
22,332
– – ﹤0.01% 886
2024
Q2 		$849K Hold
22,332
– – ﹤0.01% 898
2024
Q1 		$877K Hold
22,332
– – ﹤0.01% 860
2023
Q4 		$972K Hold
22,332
– – ﹤0.01% 850
2023
Q3 		$958K Buy
+22,332
New +$991K ﹤0.01% 845
2023
Q2 		– Sell
-17,818
Closed -$685K – 1109
2023
Q1 		$685K Sell
17,818
-2,500
-12% -$115K ﹤0.01% 924
2022
Q4 		$950K Buy
20,318
+13,118
+182% +$640K ﹤0.01% 894
2022
Q3 		$327K Hold
7,200
– – ﹤0.01% 1025
2022
Q2 		$332K Hold
7,200
– – ﹤0.01% 1027
2022
Q1 		$326K Buy
+7,200
New +$334K ﹤0.01% 1097

Other funds holding FC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 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 $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Axa's FC Position: Q3 2025 in Review

Axa sold out of Franklin Covey (FC) in Q3 2025, closing a stake of 20,932 shares — an estimated $478K sold.

Axa first reported a position in FC in Q1 2022 and held it in 13 quarters. The position peaked at $972K in Q4 2023. 113 funds tracked by Wall St. Rank hold FC as of Q3 2025.

  • Axa reported no remaining Franklin Covey position as of Q3 2025 after selling out during the quarter.
  • Axa sold 20,932 Franklin Covey shares in Q3 2025, an estimated $478K.
  • Axa first reported a position in Franklin Covey in Q1 2022 and held it in 13 quarters.
  • Axa's Franklin Covey position peaked at $972K in Q4 2023.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.