CIBC Private Wealth Group
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CIBC Private Wealth Group’s Franklin Covey FC Stock Holding History

CIBC Private Wealth Group’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
Q2 		– Sell
-4,600
Closed -$90.7K – 3154
2025
Q1 		$90.7K Hold
4,600
– – ﹤0.01% 1399
2024
Q4 		$162K Hold
4,600
– – ﹤0.01% 1240
2024
Q3 		$189K Hold
4,600
– – ﹤0.01% 1214
2024
Q2 		$179K Sell
4,600
-4,242
-48% -$159K ﹤0.01% 1148
2024
Q1 		$332K Hold
8,842
– – ﹤0.01% 940
2023
Q4 		$385K Hold
8,842
– – ﹤0.01% 860
2023
Q3 		$379K Buy
+8,842
New +$392K ﹤0.01% 823
2021
Q4 		– Sell
-18,128
Closed -$739K – 1020
2021
Q3 		$739K Hold
18,128
– – ﹤0.01% 666
2021
Q2 		$586K Buy
18,128
+3,834
+27% +$118K ﹤0.01% 773
2021
Q1 		$404K Hold
14,294
– – ﹤0.01% 850
2020
Q4 		$318K Sell
14,294
-14,294
-50% -$297K ﹤0.01% 861
2020
Q3 		$700K Buy
+28,588
New +$549K ﹤0.01% 627

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
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

CIBC Private Wealth Group's FC Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of Franklin Covey (FC) in Q2 2025, closing a stake of 4,600 shares — an estimated $90.7K sold.

CIBC Private Wealth Group first reported a position in FC in Q3 2020 and held it in 12 quarters. The position peaked at $739K in Q3 2021. 121 funds tracked by Wall St. Rank hold FC as of Q2 2025.

  • CIBC Private Wealth Group reported no remaining Franklin Covey position as of Q2 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 4,600 Franklin Covey shares in Q2 2025, an estimated $90.7K.
  • CIBC Private Wealth Group first reported a position in Franklin Covey in Q3 2020 and held it in 12 quarters.
  • CIBC Private Wealth Group's Franklin Covey position peaked at $739K in Q3 2021.
  • 121 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.