B. Riley Wealth Advisors’s Franklin Covey FC Stock Holding History

B. Riley Wealth Advisors’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 Q1	–	Sell	-447,893	Closed	-$16.8M	–	1344
2024 Q4	$16.8M	Hold	447,893	–	–	0.55%	25
2024 Q3	$18.2M	Sell	447,893 -55	-0%	-$2.2K	0.51%	33
2024 Q2	$17M	Buy	+447,948	New	+$16.8M	0.43%	36
2021 Q1	–	Sell	-68,326	Closed	-$1.52M	–	1370
2020 Q4	$1.52M	Buy	+68,326	New	+$1.42M	0.08%	243

Other funds holding FC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

B. Riley Wealth Advisors's FC Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Franklin Covey (FC) in Q1 2025, closing a stake of 447,893 shares — an estimated $16.8M sold.

B. Riley Wealth Advisors first reported a position in FC in Q4 2020 and held it in 4 quarters. The position peaked at $18.2M in Q3 2024. 131 funds tracked by Wall St. Rank hold FC as of Q1 2025.

B. Riley Wealth Advisors reported no remaining Franklin Covey position as of Q1 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 447,893 Franklin Covey shares in Q1 2025, an estimated $16.8M.
B. Riley Wealth Advisors first reported a position in Franklin Covey in Q4 2020 and held it in 4 quarters.
B. Riley Wealth Advisors's Franklin Covey position peaked at $18.2M in Q3 2024.
131 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.