PFBT
FC icon

Parkside Financial Bank & Trust’s Franklin Covey FC Stock Holding History

Parkside Financial Bank & 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
2025
Q3 		– Sell
-25
Closed -$571 – 2743
2025
Q2 		$571 Buy
+25
New +$553 ﹤0.01% 2465

Other funds holding FC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Parkside Financial Bank & Trust's FC Position: Q3 2025 in Review

Parkside Financial Bank & Trust sold out of Franklin Covey (FC) in Q3 2025, closing a stake of 25 shares — an estimated $571 sold.

Parkside Financial Bank & Trust first reported a position in FC in Q2 2025 and held it in 1 quarter. The position peaked at $571 in Q2 2025. 113 funds tracked by Wall St. Rank hold FC as of Q3 2025.

  • Parkside Financial Bank & Trust reported no remaining Franklin Covey position as of Q3 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 25 Franklin Covey shares in Q3 2025, an estimated $571.
  • Parkside Financial Bank & Trust first reported a position in Franklin Covey in Q2 2025 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Franklin Covey position peaked at $571 in Q2 2025.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2025, filed 30 Oct 2025.