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 Q2	$294	Buy	+12	New	+$273	﹤0.01%	2059

Other funds holding FC

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

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

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Fortitude Family Office's FC Position: Q2 2026 in Review

Fortitude Family Office opened a new position in Franklin Covey (FC) in Q2 2026: 12 shares worth $294. The stake represents ﹤0.01% of the portfolio and ranks #2059 among its holdings.

15 funds tracked by Wall St. Rank hold FC as of Q2 2026.

Fortitude Family Office held 12 shares of Franklin Covey worth $294 as of Q2 2026.
Franklin Covey was a new Fortitude Family Office position in Q2 2026.
Franklin Covey made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #2059 holding.
15 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.