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CWC Advisors’s Franklin Covey FC Stock Holding History

CWC 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
Q1 		$263K Buy
+16,635
New +$274K 0.13% 129

Other funds holding FC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

CWC Advisors's FC Position: Q1 2026 in Review

CWC Advisors opened a new position in Franklin Covey (FC) in Q1 2026: 16,635 shares worth $263K. The stake represents 0.13% of the portfolio and ranks #129 among its holdings.

106 funds tracked by Wall St. Rank hold FC as of Q1 2026.

  • CWC Advisors held 16,635 shares of Franklin Covey worth $263K as of Q1 2026.
  • Franklin Covey was a new CWC Advisors position in Q1 2026.
  • Franklin Covey made up 0.13% of CWC Advisors's portfolio in Q1 2026, its #129 holding.
  • 106 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.