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Mackenzie Financial’s
Franklin Covey
FC
Stock Holding History
Mackenzie Financial’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
Q4
–
Sell
-24,007
Closed
-$466K
–
1718
2025
Q3
$466K
Sell
24,007
-3,941
-14%
-$78K
﹤0.01%
1266
2025
Q2
$638K
Buy
27,948
+3,250
+13%
+$71.9K
﹤0.01%
1149
2025
Q1
$682K
Buy
24,698
+16,335
+195%
+$541K
﹤0.01%
1095
2024
Q4
$314K
Buy
+8,363
New
+$321K
﹤0.01%
1364
2024
Q1
–
Sell
-7,573
Closed
-$330K
–
1555
2023
Q4
$330K
Buy
+7,573
New
+$300K
﹤0.01%
1124
2023
Q1
–
Sell
-4,889
Closed
-$229K
–
1549
2022
Q4
$229K
Buy
+4,889
New
+$239K
﹤0.01%
1191
Other funds holding FC
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
RHJA
Rice Hall James & Associates
San Diego, California
$1.8B AUM
36.16%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
Federated Hermes
Pittsburgh, Pennsylvania
$61.5B AUM
30.7%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
PAIM
Punch & Associates Investment Management
Edina, Minnesota
$1.73B AUM
27.65%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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