MassMutual Private Wealth & Trust’s Franklin Covey FC Stock Holding History

MassMutual Private Wealth & Trust’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	$1.52K	Sell	62 -186	-75%	-$4.24K	﹤0.01%	2073
2026 Q1	$3.92K	Buy	248 +62	+33%	+$1.02K	﹤0.01%	1763
2025 Q4	$3.12K	Buy	186 +144	+343%	+$2.41K	﹤0.01%	1861
2025 Q3	$815	Sell	42 -5	-11%	-$99	﹤0.01%	2174
2025 Q2	$1.07K	Buy	+47	New	+$1.04K	﹤0.01%	2106

Other funds holding FC

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust's FC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Franklin Covey (FC) stake by 75% in Q2 2026, selling an estimated $4.24K and leaving 62 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

MassMutual Private Wealth & Trust first reported a position in FC in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.92K in Q1 2026. 21 funds tracked by Wall St. Rank hold FC as of Q2 2026.

MassMutual Private Wealth & Trust held 62 shares of Franklin Covey worth $1.52K as of Q2 2026.
MassMutual Private Wealth & Trust sold 186 Franklin Covey shares in Q2 2026, an estimated $4.24K.
Franklin Covey made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2073 holding.
MassMutual Private Wealth & Trust first reported a position in Franklin Covey in Q2 2025 and has held it in 5 quarters since.
MassMutual Private Wealth & Trust's Franklin Covey position peaked at $3.92K in Q1 2026.
21 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.