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Pinnacle Wealth Planning Services’s Franklin Covey FC Stock Holding History

Pinnacle Wealth Planning Services’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 		– Sell
-110
Closed -$1.85K – 2776
2025
Q4 		$1.85K Buy
+110
New +$1.84K ﹤0.01% 2496

Other funds holding FC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's FC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Franklin Covey (FC) in Q1 2026, closing a stake of 110 shares — an estimated $1.85K sold.

Pinnacle Wealth Planning Services first reported a position in FC in Q4 2025 and held it in 1 quarter. The position peaked at $1.85K in Q4 2025. 107 funds tracked by Wall St. Rank hold FC as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Franklin Covey position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 110 Franklin Covey shares in Q1 2026, an estimated $1.85K.
  • Pinnacle Wealth Planning Services first reported a position in Franklin Covey in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Franklin Covey position peaked at $1.85K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.