Marshall Wace
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Marshall Wace’s Franklin Covey FC Stock Holding History

Marshall Wace’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 		$3.37M Sell
137,460
-24,512
-15% -$559K ﹤0.01% 1573
2026
Q1 		$2.56M Buy
161,972
+110,638
+216% +$1.82M ﹤0.01% 1647
2025
Q4 		$861K Buy
+51,334
New +$860K ﹤0.01% 2009
2025
Q2 		– Sell
-33,899
Closed -$936K – 2850
2025
Q1 		$936K Buy
+33,899
New +$1.12M ﹤0.01% 1812
2024
Q4 		– Sell
-6,977
Closed -$287K – 2708
2024
Q3 		$287K Buy
+6,977
New +$280K ﹤0.01% 2167
2024
Q2 		– Sell
-24,457
Closed -$960K – 2666
2024
Q1 		$960K Buy
24,457
+11,136
+84% +$444K ﹤0.01% 1668
2023
Q4 		$580K Sell
13,321
-1,662
-11% -$65.8K ﹤0.01% 1659
2023
Q3 		$643K Sell
14,983
-7,466
-33% -$331K ﹤0.01% 1644
2023
Q2 		$981K Buy
+22,449
New +$831K ﹤0.01% 1723
2023
Q1 		– Sell
-13,411
Closed -$627K – 2798
2022
Q4 		$627K Buy
13,411
+2,362
+21% +$115K ﹤0.01% 2285
2022
Q3 		$501K Buy
11,049
+2,163
+24% +$107K ﹤0.01% 2734
2022
Q2 		$410K Buy
+8,886
New +$353K ﹤0.01% 2887
2021
Q1 		– Sell
-41,231
Closed -$918K – 2585
2020
Q4 		$918K Sell
41,231
-16,833
-29% -$350K 0.01% 1246
2020
Q3 		$1.03M Sell
58,064
-84,455
-59% -$1.62M 0.01% 1022
2020
Q2 		$3.05M Buy
142,519
+8,001
+6% +$162K 0.02% 630
2020
Q1 		$2.09M Buy
134,518
+83,565
+164% +$2.39M 0.02% 613
2019
Q4 		$1.64M Buy
+50,953
New +$1.85M 0.01% 862
2019
Q2 		– Sell
-7,268
Closed -$184K – 1492
2019
Q1 		$184K Buy
7,268
+5,475
+305% +$137K ﹤0.01% 1346
2018
Q4 		$40K Buy
+1,793
New +$40K ﹤0.01% 1470

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

Marshall Wace's FC Position: Q2 2026 in Review

Marshall Wace reduced its Franklin Covey (FC) stake by 15% in Q2 2026, selling an estimated $559K and leaving 137,460 shares worth $3.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Marshall Wace first reported a position in FC in Q4 2018 and has held it in 19 quarters since. 113 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • Marshall Wace held 137,460 shares of Franklin Covey worth $3.37M as of Q2 2026.
  • Marshall Wace sold 24,512 Franklin Covey shares in Q2 2026, an estimated $559K.
  • Franklin Covey made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1573 holding.
  • Marshall Wace first reported a position in Franklin Covey in Q4 2018 and has held it in 19 quarters since.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.