Farther Finance Advisors’s Franklin Covey FC Stock Holding History

Farther Finance 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	$5.15K	Buy	210 +189	+900%	+$4.31K	﹤0.01%	4784
2026 Q1	$339	Sell	21 -92	-81%	-$1.51K	﹤0.01%	5352
2025 Q4	$1.9K	Buy	+113	New	+$1.89K	﹤0.01%	4714
2025 Q3	–	Sell	-42	Closed	-$958	–	4999
2025 Q2	$958	Buy	+42	New	+$929	﹤0.01%	3911
2024 Q1	–	Sell	-5	Closed	-$218	–	3636
2023 Q4	$218	Buy	+5	New	+$198	﹤0.01%	3211

Other funds holding FC

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Farther Finance Advisors's FC Position: Q2 2026 in Review

Farther Finance Advisors increased its Franklin Covey (FC) stake by 900% in Q2 2026, buying an estimated $4.31K and bringing the position to 210 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #4784.

Farther Finance Advisors first reported a position in FC in Q4 2023 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold FC as of Q2 2026.

Farther Finance Advisors held 210 shares of Franklin Covey worth $5.15K as of Q2 2026.
Farther Finance Advisors bought 189 Franklin Covey shares in Q2 2026, an estimated $4.31K.
Franklin Covey made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4784 holding.
Farther Finance Advisors first reported a position in Franklin Covey in Q4 2023 and has held it in 5 quarters since.
15 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.