EverSource Wealth Advisors’s Franklin Covey FC Stock Holding History

EverSource Wealth 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	$19K	Buy	773 +566	+273%	+$12.9K	﹤0.01%	2467
2026 Q1	$3.27K	Buy	+207	New	+$3.41K	﹤0.01%	3462
2025 Q4	–	Sell	-395	Closed	-$7.67K	–	4324
2025 Q3	$7.67K	Sell	395 -14	-3%	-$277	﹤0.01%	2960
2025 Q2	$9.33K	Buy	409 +387	+1,759%	+$8.56K	﹤0.01%	2855
2025 Q1	$608	Buy	+22	New	+$728	﹤0.01%	3396
2023 Q4	–	Sell	-24	Closed	-$1.03K	–	2672
2023 Q3	$1.03K	Buy	+24	New	+$1.06K	﹤0.01%	2199

Other funds holding FC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

EverSource Wealth Advisors's FC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Franklin Covey (FC) stake by 273% in Q2 2026, buying an estimated $12.9K and bringing the position to 773 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #2467.

EverSource Wealth Advisors first reported a position in FC in Q3 2023 and has held it in 6 quarters since. 113 funds tracked by Wall St. Rank hold FC as of Q2 2026.

EverSource Wealth Advisors held 773 shares of Franklin Covey worth $19K as of Q2 2026.
EverSource Wealth Advisors bought 566 Franklin Covey shares in Q2 2026, an estimated $12.9K.
Franklin Covey made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2467 holding.
EverSource Wealth Advisors first reported a position in Franklin Covey in Q3 2023 and has held it in 6 quarters since.
113 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.