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Global Retirement Partners’s Franklin Covey FC Stock Holding History

Global Retirement Partners’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 		$3.97K Buy
+162
New +$3.69K ﹤0.01% 3769
2024
Q4 		– Sell
-13
Closed -$535 – 3695
2024
Q3 		$535 Buy
+13
New +$521 ﹤0.01% 3260

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AllianceBernstein
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
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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

Global Retirement Partners's FC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Franklin Covey (FC) in Q2 2026: 162 shares worth $3.97K. The stake represents ﹤0.01% of the portfolio and ranks #3769 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FC as recently as Q3 2024.

Global Retirement Partners first reported a position in FC in Q3 2024 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • Global Retirement Partners held 162 shares of Franklin Covey worth $3.97K as of Q2 2026.
  • Franklin Covey was a new Global Retirement Partners position in Q2 2026.
  • Franklin Covey made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3769 holding.
  • Global Retirement Partners first reported a position in Franklin Covey in Q3 2024 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.