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 Q3	$1.06K	Hold	62	–	–	﹤0.01%	2088
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

MassMutual Private Wealth & Trust's FC Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Franklin Covey (FC) position steady in Q3 2026 at 62 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2088.

MassMutual Private Wealth & Trust first reported a position in FC in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.92K in Q1 2026. 68 funds tracked by Wall St. Rank hold FC as of Q3 2026.

MassMutual Private Wealth & Trust held 62 shares of Franklin Covey worth $1.06K as of Q3 2026.
MassMutual Private Wealth & Trust left its Franklin Covey share count unchanged in Q3 2026.
Franklin Covey made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2088 holding.
MassMutual Private Wealth & Trust first reported a position in Franklin Covey in Q2 2025 and has held it in 6 quarters since.
MassMutual Private Wealth & Trust's Franklin Covey position peaked at $3.92K in Q1 2026.
68 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.