Jones Financial Companies
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Jones Financial Companies’s Franklin Covey FC Stock Holding History

Jones Financial Companies’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
2025
Q3 		– Sell
-242
Closed -$5.66K – 4277
2025
Q2 		$5.66K Buy
+242
New +$5.35K ﹤0.01% 3099

Other funds holding FC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jones Financial Companies's FC Position: Q3 2025 in Review

Jones Financial Companies sold out of Franklin Covey (FC) in Q3 2025, closing a stake of 242 shares — an estimated $5.66K sold.

Jones Financial Companies first reported a position in FC in Q2 2025 and held it in 1 quarter. The position peaked at $5.66K in Q2 2025. 113 funds tracked by Wall St. Rank hold FC as of Q3 2025.

  • Jones Financial Companies reported no remaining Franklin Covey position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 242 Franklin Covey shares in Q3 2025, an estimated $5.66K.
  • Jones Financial Companies first reported a position in Franklin Covey in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's Franklin Covey position peaked at $5.66K in Q2 2025.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.