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Legato Capital Management’s Franklin Covey FC Stock Holding History

Legato Capital 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
2025
Q2 		– Sell
-18,577
Closed -$513K – 576
2025
Q1 		$513K Sell
18,577
-8,467
-31% -$280K 0.07% 419
2024
Q4 		$1.02M Sell
27,044
-560
-2% -$21.5K 0.13% 292
2024
Q3 		$1.14M Buy
27,604
+21,519
+354% +$862K 0.14% 273
2024
Q2 		$231K Buy
6,085
+25
+0.4% +$939 0.03% 514
2024
Q1 		$238K Buy
6,060
+13
+0.2% +$518 0.03% 522
2023
Q4 		$263K Buy
6,047
+489
+9% +$19.4K 0.03% 503
2023
Q3 		$239K Buy
+5,558
New +$247K 0.03% 501

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

Legato Capital Management's FC Position: Q2 2025 in Review

Legato Capital Management sold out of Franklin Covey (FC) in Q2 2025, closing a stake of 18,577 shares — an estimated $513K sold.

Legato Capital Management first reported a position in FC in Q3 2023 and held it in 7 quarters. The position peaked at $1.14M in Q3 2024. 121 funds tracked by Wall St. Rank hold FC as of Q2 2025.

  • Legato Capital Management reported no remaining Franklin Covey position as of Q2 2025 after selling out during the quarter.
  • Legato Capital Management sold 18,577 Franklin Covey shares in Q2 2025, an estimated $513K.
  • Legato Capital Management first reported a position in Franklin Covey in Q3 2023 and held it in 7 quarters.
  • Legato Capital Management's Franklin Covey position peaked at $1.14M in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2025.

Based on Legato Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.