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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
Q2 		$388K Sell
15,797
-838
-5% -$19.1K 0.17% 118
2026
Q1 		$263K Buy
+16,635
New +$274K 0.13% 129

Other funds holding FC

SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

CWC Advisors's FC Position: Q2 2026 in Review

CWC Advisors reduced its Franklin Covey (FC) stake by 5% in Q2 2026, selling an estimated $19.1K and leaving 15,797 shares worth $388K. The position accounts for 0.17% of the portfolio, ranked #118.

CWC Advisors first reported a position in FC in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • CWC Advisors held 15,797 shares of Franklin Covey worth $388K as of Q2 2026.
  • CWC Advisors sold 838 Franklin Covey shares in Q2 2026, an estimated $19.1K.
  • Franklin Covey made up 0.17% of CWC Advisors's portfolio in Q2 2026, its #118 holding.
  • CWC Advisors first reported a position in Franklin Covey in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.