Fortitude Family Office’s Franklin Covey FC Stock Holding History

Fortitude Family Office’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	$205	Hold	12	–	–	﹤0.01%	2508
2026 Q2	$294	Buy	+12	New	+$273	﹤0.01%	2059

Other funds holding FC

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fortitude Family Office's FC Position: Q3 2026 in Review

Fortitude Family Office held its Franklin Covey (FC) position steady in Q3 2026 at 12 shares worth $205. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

Fortitude Family Office first reported a position in FC in Q2 2026 and has held it in 2 quarters since. The position peaked at $294 in Q2 2026. 7 funds tracked by Wall St. Rank hold FC as of Q3 2026.

Fortitude Family Office held 12 shares of Franklin Covey worth $205 as of Q3 2026.
Fortitude Family Office left its Franklin Covey share count unchanged in Q3 2026.
Franklin Covey made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2508 holding.
Fortitude Family Office first reported a position in Franklin Covey in Q2 2026 and has held it in 2 quarters since.
Fortitude Family Office's Franklin Covey position peaked at $294 in Q2 2026.
7 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.