Nisa Investment Advisors
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Nisa Investment Advisors’s Franklin Covey FC Stock Holding History

Nisa Investment Advisors’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
Q1 		– Sell
-641
Closed -$10.8K – 3071
2025
Q4 		$10.8K Buy
+641
New +$10.7K ﹤0.01% 2182
2025
Q3 		– Sell
-95
Closed -$2.17K – 3021
2025
Q2 		$2.17K Buy
+95
New +$2.1K ﹤0.01% 2588
2025
Q1 		– Sell
-27
Closed -$1.01K – 3013
2024
Q4 		$1.01K Sell
27
-59
-69% -$2.27K ﹤0.01% 2678
2024
Q3 		$3.54K Buy
86
+60
+231% +$2.4K ﹤0.01% 2286
2024
Q2 		$988 Buy
26
+3
+13% +$113 ﹤0.01% 2520
2024
Q1 		$903 Buy
+23
New +$917 ﹤0.01% 2382
2023
Q2 		– Sell
-14
Closed -$1K – 2824
2023
Q1 		$1K Hold
14
– – ﹤0.01% 2381
2022
Q4 		$1K Hold
14
– – ﹤0.01% 2429
2022
Q3 		$1K Buy
+14
New +$693 ﹤0.01% 2424

Other funds holding FC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Nisa Investment Advisors's FC Position: Q1 2026 in Review

Nisa Investment Advisors sold out of Franklin Covey (FC) in Q1 2026, closing a stake of 641 shares — an estimated $10.8K sold.

Nisa Investment Advisors first reported a position in FC in Q3 2022 and held it in 9 quarters. The position peaked at $10.8K in Q4 2025. 107 funds tracked by Wall St. Rank hold FC as of Q1 2026.

  • Nisa Investment Advisors reported no remaining Franklin Covey position as of Q1 2026 after selling out during the quarter.
  • Nisa Investment Advisors sold 641 Franklin Covey shares in Q1 2026, an estimated $10.8K.
  • Nisa Investment Advisors first reported a position in Franklin Covey in Q3 2022 and held it in 9 quarters.
  • Nisa Investment Advisors's Franklin Covey position peaked at $10.8K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.