PCIG
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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
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

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RA
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 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 $2.9T AUM 29.55% 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