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Essential Partners’s Franklin Covey FC Stock Holding History

Essential Partners’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 		$3.58K Buy
146
+35
+32% +$798 ﹤0.01% 1696
2026
Q1 		$1.75K Buy
111
+105
+1,750% +$1.73K ﹤0.01% 2059
2025
Q4 		$101 Sell
6
-37
-86% -$620 ﹤0.01% 2551
2025
Q3 		$835 Buy
43
+32
+291% +$633 ﹤0.01% 2075
2025
Q2 		$251 Buy
+11
New +$243 ﹤0.01% 1893

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

Essential Partners's FC Position: Q2 2026 in Review

Essential Partners increased its Franklin Covey (FC) stake by 32% in Q2 2026, buying an estimated $798 and bringing the position to 146 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Essential Partners first reported a position in FC in Q2 2025 and has held it in 5 quarters since. 113 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • Essential Partners held 146 shares of Franklin Covey worth $3.58K as of Q2 2026.
  • Essential Partners bought 35 Franklin Covey shares in Q2 2026, an estimated $798.
  • Franklin Covey made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1696 holding.
  • Essential Partners first reported a position in Franklin Covey in Q2 2025 and has held it in 5 quarters since.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.