Physician Wealth Advisors’s Franklin Covey FC Stock Holding History

Physician Wealth 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 Q2	$18.9K	Hold	769	–	–	﹤0.01%	682
2026 Q1	$12.1K	Buy	769 +65	+9%	+$1.07K	﹤0.01%	748
2025 Q4	$11.8K	Hold	704	–	–	﹤0.01%	725
2025 Q3	$13.7K	Hold	704	–	–	﹤0.01%	663
2025 Q2	$16.1K	Hold	704	–	–	﹤0.01%	555
2025 Q1	$19.4K	Hold	704	–	–	﹤0.01%	495
2024 Q4	$26.5K	Buy	+704	New	+$27.1K	﹤0.01%	454

Other funds holding FC

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Physician Wealth Advisors's FC Position: Q2 2026 in Review

Physician Wealth Advisors held its Franklin Covey (FC) position steady in Q2 2026 at 769 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Physician Wealth Advisors first reported a position in FC in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.5K in Q4 2024. 21 funds tracked by Wall St. Rank hold FC as of Q2 2026.

Physician Wealth Advisors held 769 shares of Franklin Covey worth $18.9K as of Q2 2026.
Physician Wealth Advisors left its Franklin Covey share count unchanged in Q2 2026.
Franklin Covey made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #682 holding.
Physician Wealth Advisors first reported a position in Franklin Covey in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Franklin Covey position peaked at $26.5K in Q4 2024.
21 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.