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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
Q3 		$1.33K Sell
78
-68
-47% -$1.35K ﹤0.01% 2080
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

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's FC Position: Q3 2026 in Review

Essential Partners reduced its Franklin Covey (FC) stake by 47% in Q3 2026, selling an estimated $1.35K and leaving 78 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Essential Partners first reported a position in FC in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.58K in Q2 2026. 7 funds tracked by Wall St. Rank hold FC as of Q3 2026.

  • Essential Partners held 78 shares of Franklin Covey worth $1.33K as of Q3 2026.
  • Essential Partners sold 68 Franklin Covey shares in Q3 2026, an estimated $1.35K.
  • Franklin Covey made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2080 holding.
  • Essential Partners first reported a position in Franklin Covey in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Franklin Covey position peaked at $3.58K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.