FFA
FC icon

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
Q3 		$1.33K Sell
78
-132
-63% -$2.63K ﹤0.01% 5509
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

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MPWT
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

Farther Finance Advisors's FC Position: Q3 2026 in Review

Farther Finance Advisors reduced its Franklin Covey (FC) stake by 63% in Q3 2026, selling an estimated $2.63K and leaving 78 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #5509.

Farther Finance Advisors first reported a position in FC in Q4 2023 and has held it in 6 quarters since. The position peaked at $5.15K in Q2 2026. 7 funds tracked by Wall St. Rank hold FC as of Q3 2026.

  • Farther Finance Advisors held 78 shares of Franklin Covey worth $1.33K as of Q3 2026.
  • Farther Finance Advisors sold 132 Franklin Covey shares in Q3 2026, an estimated $2.63K.
  • Franklin Covey made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5509 holding.
  • Farther Finance Advisors first reported a position in Franklin Covey in Q4 2023 and has held it in 6 quarters since.
  • Farther Finance Advisors's Franklin Covey position peaked at $5.15K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.