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Plante Moran Financial Advisors’s Franklin Covey FC Stock Holding History

Plante Moran Financial 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
Q1 		– Sell
-205
Closed -$3.44K – 773
2025
Q4 		$3.44K Buy
+205
New +$3.43K ﹤0.01% 685
2016
Q1 		– Sell
-23
Closed – – 909
2015
Q4 		$0 Buy
+23
New +$367 ﹤0.01% 963

Other funds holding FC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
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 $3.37T AUM 44.26% 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

Plante Moran Financial Advisors's FC Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of Franklin Covey (FC) in Q1 2026, closing a stake of 205 shares — an estimated $3.44K sold.

Plante Moran Financial Advisors first reported a position in FC in Q4 2015 and held it in 2 quarters. The position peaked at $3.44K in Q4 2025. 107 funds tracked by Wall St. Rank hold FC as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining Franklin Covey position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 205 Franklin Covey shares in Q1 2026, an estimated $3.44K.
  • Plante Moran Financial Advisors first reported a position in Franklin Covey in Q4 2015 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Franklin Covey position peaked at $3.44K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.