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
2026
Q2 		$373 Buy
+15
New +$342 ﹤0.01% 4800
2025
Q3 		– Sell
-242
Closed -$5.66K – 4277
2025
Q2 		$5.66K Buy
+242
New +$5.35K ﹤0.01% 3099

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 $3.38T AUM 44.17% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Jones Financial Companies's FC Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Franklin Covey (FC) in Q2 2026: 15 shares worth $373. The stake represents ﹤0.01% of the portfolio and ranks #4800 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in FC as recently as Q2 2025.

Jones Financial Companies first reported a position in FC in Q2 2025 and has held it in 2 quarters since. The position peaked at $5.66K in Q2 2025. 112 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • Jones Financial Companies held 15 shares of Franklin Covey worth $373 as of Q2 2026.
  • Franklin Covey was a new Jones Financial Companies position in Q2 2026.
  • Franklin Covey made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4800 holding.
  • Jones Financial Companies first reported a position in Franklin Covey in Q2 2025 and has held it in 2 quarters since.
  • Jones Financial Companies's Franklin Covey position peaked at $5.66K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.