Mackenzie Financial
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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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Mackenzie Financial's FC Position: Q4 2025 in Review

Mackenzie Financial sold out of Franklin Covey (FC) in Q4 2025, closing a stake of 24,007 shares — an estimated $466K sold.

Mackenzie Financial first reported a position in FC in Q4 2022 and held it in 6 quarters. The position peaked at $682K in Q1 2025. 107 funds tracked by Wall St. Rank hold FC as of Q4 2025.

  • Mackenzie Financial reported no remaining Franklin Covey position as of Q4 2025 after selling out during the quarter.
  • Mackenzie Financial sold 24,007 Franklin Covey shares in Q4 2025, an estimated $466K.
  • Mackenzie Financial first reported a position in Franklin Covey in Q4 2022 and held it in 6 quarters.
  • Mackenzie Financial's Franklin Covey position peaked at $682K in Q1 2025.
  • 107 funds tracked by Wall St. Rank held Franklin Covey as of Q4 2025.

Based on Mackenzie Financial's 13F filing for Q4 2025, filed 18 Feb 2026.