JWM
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JPL Wealth Management’s Franklin Covey FC Stock Holding History

JPL Wealth Management’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 		$25 Buy
+1
New +$23 ﹤0.01% 1784

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

JPL Wealth Management's FC Position: Q2 2026 in Review

JPL Wealth Management opened a new position in Franklin Covey (FC) in Q2 2026: 1 share worth $25. The stake represents ﹤0.01% of the portfolio and ranks #1784 among its holdings.

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

  • JPL Wealth Management held 1 share of Franklin Covey worth $25 as of Q2 2026.
  • Franklin Covey was a new JPL Wealth Management position in Q2 2026.
  • Franklin Covey made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1784 holding.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.