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MAI Capital Management’s Franklin Covey FC Stock Holding History

MAI 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
2026
Q2 		– Sell
-82
Closed -$1.29K – 2946
2026
Q1 		$1.29K Buy
+82
New +$1.35K ﹤0.01% 4090

Other funds holding FC

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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

MAI Capital Management's FC Position: Q2 2026 in Review

MAI Capital Management sold out of Franklin Covey (FC) in Q2 2026, closing a stake of 82 shares — an estimated $1.29K sold.

MAI Capital Management first reported a position in FC in Q1 2026 and held it in 1 quarter. The position peaked at $1.29K in Q1 2026. 113 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • MAI Capital Management reported no remaining Franklin Covey position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 82 Franklin Covey shares in Q2 2026, an estimated $1.29K.
  • MAI Capital Management first reported a position in Franklin Covey in Q1 2026 and held it in 1 quarter.
  • MAI Capital Management's Franklin Covey position peaked at $1.29K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

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