Partners Capital Investment Group’s Franklin Covey FC Stock Holding History

Partners Capital Investment Group’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	$376K	Hold	15,341	–	–	0.01%	155
2026 Q1	$242K	Buy	15,341 +3,417	+29%	+$56.3K	0.01%	154
2025 Q4	$200K	Hold	11,924	–	–	0.01%	159
2025 Q3	$231K	Hold	11,924	–	–	0.01%	155
2025 Q2	$272K	Hold	11,924	–	–	0.01%	148
2025 Q1	$329K	Buy	+11,924	New	+$395K	0.01%	166
2024 Q4	–	Sell	-11,924	Closed	-$490K	–	137
2024 Q3	$490K	Hold	11,924	–	–	0.01%	155
2024 Q2	$453K	Buy	+11,924	New	+$448K	0.01%	165
2024 Q1	–	Sell	-9,277	Closed	-$404K	–	180
2023 Q4	$404K	Buy	+9,277	New	+$367K	0.01%	190

Other funds holding FC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Partners Capital Investment Group's FC Position: Q2 2026 in Review

Partners Capital Investment Group held its Franklin Covey (FC) position steady in Q2 2026 at 15,341 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #155.

Partners Capital Investment Group first reported a position in FC in Q4 2023 and has held it in 9 quarters since. The position peaked at $490K in Q3 2024. 113 funds tracked by Wall St. Rank hold FC as of Q2 2026.

Partners Capital Investment Group held 15,341 shares of Franklin Covey worth $376K as of Q2 2026.
Partners Capital Investment Group left its Franklin Covey share count unchanged in Q2 2026.
Franklin Covey made up 0.01% of Partners Capital Investment Group's portfolio in Q2 2026, its #155 holding.
Partners Capital Investment Group first reported a position in Franklin Covey in Q4 2023 and has held it in 9 quarters since.
Partners Capital Investment Group's Franklin Covey position peaked at $490K in Q3 2024.
113 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.