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Covestor’s Franklin Covey FC Stock Holding History

Covestor’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 		$11K Sell
435
-218
-33% -$4.97K 0.01% 1505
2026
Q1 		$10K Buy
653
+214
+49% +$3.52K 0.01% 1394
2025
Q4 		$8K Buy
439
+42
+11% +$703 ﹤0.01% 1703
2025
Q3 		$8K Buy
397
+392
+7,840% +$7.76K ﹤0.01% 1725
2025
Q2 		$0 Buy
+5
New +$111 ﹤0.01% 2373
2024
Q4 		– Sell
-267
Closed -$11K – 2395
2024
Q3 		$11K Buy
267
+94
+54% +$3.77K 0.01% 1490
2024
Q2 		$7K Buy
173
+172
+17,200% +$6.46K ﹤0.01% 1709
2024
Q1 		$0 Buy
+1
New +$40 ﹤0.01% 2389
2023
Q1 		– Sell
-1
Closed -$46 – 2188
2022
Q4 		$0 Buy
+1
New +$49 ﹤0.01% 2216

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

Covestor's FC Position: Q2 2026 in Review

Covestor reduced its Franklin Covey (FC) stake by 33% in Q2 2026, selling an estimated $4.97K and leaving 435 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #1505.

Covestor first reported a position in FC in Q4 2022 and has held it in 9 quarters since. 113 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • Covestor held 435 shares of Franklin Covey worth $11K as of Q2 2026.
  • Covestor sold 218 Franklin Covey shares in Q2 2026, an estimated $4.97K.
  • Franklin Covey made up 0.01% of Covestor's portfolio in Q2 2026, its #1505 holding.
  • Covestor first reported a position in Franklin Covey in Q4 2022 and has held it in 9 quarters since.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.