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IFP Advisors’s Franklin Covey FC Stock Holding History

IFP 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 		$1.99K Buy
81
+40
+98% +$912 ﹤0.01% 4235
2026
Q1 		$647 Sell
41
-5
-11% -$82 ﹤0.01% 4357
2025
Q4 		$772 Buy
46
+21
+84% +$352 ﹤0.01% 4153
2025
Q3 		$485 Buy
+25
New +$495 ﹤0.01% 4178
2025
Q2 		– Sell
-11
Closed -$243 – 4160
2025
Q1 		$304 Hold
11
– – ﹤0.01% 3561
2024
Q4 		$413 Buy
+11
New +$423 ﹤0.01% 3472

Other funds holding FC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
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

IFP Advisors's FC Position: Q2 2026 in Review

IFP Advisors increased its Franklin Covey (FC) stake by 98% in Q2 2026, buying an estimated $912 and bringing the position to 81 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #4235.

IFP Advisors first reported a position in FC in Q4 2024 and has held it in 6 quarters since. 113 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • IFP Advisors held 81 shares of Franklin Covey worth $1.99K as of Q2 2026.
  • IFP Advisors bought 40 Franklin Covey shares in Q2 2026, an estimated $912.
  • Franklin Covey made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4235 holding.
  • IFP Advisors first reported a position in Franklin Covey in Q4 2024 and has held it in 6 quarters since.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.