Creative Planning’s Franklin Covey FC Stock Holding History

Creative Planning’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 Q3	–	Sell	-9,528	Closed	-$217K	–	3948
2025 Q2	$217K	Buy	+9,528	New	+$211K	﹤0.01%	3162
2025 Q1	–	Sell	-10,202	Closed	-$383K	–	3550
2024 Q4	$383K	Buy	10,202 +2,893	+40%	+$111K	﹤0.01%	2469
2024 Q3	$301K	Buy	+7,309	New	+$293K	﹤0.01%	2516

Other funds holding FC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Creative Planning's FC Position: Q3 2025 in Review

Creative Planning sold out of Franklin Covey (FC) in Q3 2025, closing a stake of 9,528 shares — an estimated $217K sold.

Creative Planning first reported a position in FC in Q3 2024 and held it in 3 quarters. The position peaked at $383K in Q4 2024. 113 funds tracked by Wall St. Rank hold FC as of Q3 2025.

Creative Planning reported no remaining Franklin Covey position as of Q3 2025 after selling out during the quarter.
Creative Planning sold 9,528 Franklin Covey shares in Q3 2025, an estimated $217K.
Creative Planning first reported a position in Franklin Covey in Q3 2024 and held it in 3 quarters.
Creative Planning's Franklin Covey position peaked at $383K in Q4 2024.
113 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.