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PharVision Advisers’s Franklin Covey FC Stock Holding History

PharVision Advisers’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
Q4 		– Sell
-21,197
Closed -$411K – 785
2025
Q3 		$411K Buy
+21,197
New +$419K 0.23% 73

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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

PharVision Advisers's FC Position: Q4 2025 in Review

PharVision Advisers sold out of Franklin Covey (FC) in Q4 2025, closing a stake of 21,197 shares — an estimated $411K sold.

PharVision Advisers first reported a position in FC in Q3 2025 and held it in 1 quarter. The position peaked at $411K in Q3 2025. 107 funds tracked by Wall St. Rank hold FC as of Q4 2025.

  • PharVision Advisers reported no remaining Franklin Covey position as of Q4 2025 after selling out during the quarter.
  • PharVision Advisers sold 21,197 Franklin Covey shares in Q4 2025, an estimated $411K.
  • PharVision Advisers first reported a position in Franklin Covey in Q3 2025 and held it in 1 quarter.
  • PharVision Advisers's Franklin Covey position peaked at $411K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Franklin Covey as of Q4 2025.

Based on PharVision Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.