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Clearstead Advisors’s Franklin Covey FC Stock Holding History

Clearstead 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
2026
Q2 		$124 Buy
+5
New +$114 ﹤0.01% 3312
2025
Q4 		– Sell
-1
Closed -$20 – 2914
2025
Q3 		$20 Buy
+1
New +$20 ﹤0.01% 3022

Other funds holding FC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return

Clearstead Advisors's FC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Franklin Covey (FC) in Q2 2026: 5 shares worth $124. The stake represents ﹤0.01% of the portfolio and ranks #3312 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FC as recently as Q3 2025.

Clearstead Advisors first reported a position in FC in Q3 2025 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • Clearstead Advisors held 5 shares of Franklin Covey worth $124 as of Q2 2026.
  • Franklin Covey was a new Clearstead Advisors position in Q2 2026.
  • Franklin Covey made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3312 holding.
  • Clearstead Advisors first reported a position in Franklin Covey in Q3 2025 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.