Citadel Advisors
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Citadel Advisors’s Franklin Covey FC Stock Holding History

Citadel 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
Q4 		– Sell
-25,200
Closed -$489K – 13057
2025
Q3 		$489K Buy
25,200
+14,200
+129% +$281K ﹤0.01% 9194
2025
Q2 		$251K Buy
11,000
+10,100
+1,122% +$223K ﹤0.01% 10200
2025
Q1 		$24.9K Buy
+900
New +$29.8K ﹤0.01% 12983
2024
Q4 		– Sell
-1,100
Closed -$45.2K – 14745
2024
Q3 		$45.2K Sell
1,100
-2,900
-73% -$116K ﹤0.01% 12027
2024
Q2 		$152K Buy
4,000
+3,100
+344% +$116K ﹤0.01% 10330
2024
Q1 		$35.3K Buy
900
+300
+50% +$12K ﹤0.01% 12520
2023
Q4 		$26.1K Sell
600
-7,100
-92% -$281K ﹤0.01% 12388
2023
Q3 		$330K Buy
7,700
+5,000
+185% +$222K ﹤0.01% 8973
2023
Q2 		$118K Sell
2,700
-8,300
-75% -$307K ﹤0.01% 10681
2023
Q1 		$423K Buy
11,000
+8,100
+279% +$374K ﹤0.01% 8649
2022
Q4 		$136K Sell
2,900
-6,400
-69% -$312K ﹤0.01% 10763
2022
Q3 		$422K Sell
9,300
-1,500
-14% -$74.2K ﹤0.01% 8843
2022
Q2 		$499K Buy
10,800
+3,500
+48% +$139K ﹤0.01% 8655
2022
Q1 		$330K Buy
7,300
+2,300
+46% +$107K ﹤0.01% 10368
2021
Q4 		$232K Sell
5,000
-9,200
-65% -$408K ﹤0.01% 11539
2021
Q3 		$579K Buy
+14,200
New +$547K ﹤0.01% 9518
2021
Q2 		– Sell
-8,600
Closed -$243K – 13879
2021
Q1 		$243K Sell
8,600
-5,900
-41% -$154K ﹤0.01% 11303
2020
Q4 		$323K Buy
14,500
+3,800
+36% +$79K ﹤0.01% 8943
2020
Q3 		$190K Buy
+10,700
New +$205K ﹤0.01% 8851
2019
Q4 		– Sell
-14,100
Closed -$494K – 9293
2019
Q3 		$494K Sell
14,100
-14,500
-51% -$523K ﹤0.01% 6770
2019
Q2 		$972K Buy
+28,600
New +$848K ﹤0.01% 5742
2018
Q2 		– Sell
-22,100
Closed -$594K – 8945
2018
Q1 		$594K Sell
22,100
-33,200
-60% -$905K ﹤0.01% 5605
2017
Q4 		$1.15M Buy
55,300
+31,200
+129% +$612K ﹤0.01% 4468
2017
Q3 		$489K Buy
+24,100
New +$448K ﹤0.01% 5368

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Citadel Advisors's FC Position: Q2 2026 in Review

Citadel Advisors sold out of Franklin Covey (FC) in Q2 2026, closing a stake of 18,428 shares — an estimated $291K sold.

Citadel Advisors first reported a position in FC in Q4 2013 and held it in 34 quarters. The position peaked at $5.84M in Q3 2022. 113 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • Citadel Advisors reported no remaining Franklin Covey position as of Q2 2026 after selling out during the quarter.
  • Citadel Advisors sold 18,428 Franklin Covey shares in Q2 2026, an estimated $291K.
  • Citadel Advisors first reported a position in Franklin Covey in Q4 2013 and held it in 34 quarters.
  • Citadel Advisors's Franklin Covey position peaked at $5.84M in Q3 2022.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.