Physician Wealth Advisors
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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
Q3 		$13.2K Hold
769
– – ﹤0.01% 826
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Physician Wealth Advisors's FC Position: Q3 2026 in Review

Physician Wealth Advisors held its Franklin Covey (FC) position steady in Q3 2026 at 769 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Physician Wealth Advisors first reported a position in FC in Q4 2024 and has held it in 8 quarters since. The position peaked at $26.5K in Q4 2024. 68 funds tracked by Wall St. Rank hold FC as of Q3 2026.

  • Physician Wealth Advisors held 769 shares of Franklin Covey worth $13.2K as of Q3 2026.
  • Physician Wealth Advisors left its Franklin Covey share count unchanged in Q3 2026.
  • Franklin Covey made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #826 holding.
  • Physician Wealth Advisors first reported a position in Franklin Covey in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's Franklin Covey position peaked at $26.5K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.