Principal Financial Group
FC icon

Principal Financial Group’s Franklin Covey FC Stock Holding History

Principal Financial Group’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
Q3 		– Sell
-15,856
Closed -$362K – 2279
2025
Q2 		$362K Buy
+15,856
New +$351K ﹤0.01% 2040
2022
Q3 		– Sell
-5,803
Closed -$268K – 2522
2022
Q2 		$268K Sell
5,803
-104
-2% -$4.13K ﹤0.01% 2216
2022
Q1 		$267K Sell
5,907
-3,150
-35% -$146K ﹤0.01% 2269
2021
Q4 		$420K Buy
+9,057
New +$402K ﹤0.01% 2165

Other funds holding FC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Principal Financial Group's FC Position: Q3 2025 in Review

Principal Financial Group sold out of Franklin Covey (FC) in Q3 2025, closing a stake of 15,856 shares — an estimated $362K sold.

Principal Financial Group first reported a position in FC in Q4 2021 and held it in 4 quarters. The position peaked at $420K in Q4 2021. 113 funds tracked by Wall St. Rank hold FC as of Q3 2025.

  • Principal Financial Group reported no remaining Franklin Covey position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 15,856 Franklin Covey shares in Q3 2025, an estimated $362K.
  • Principal Financial Group first reported a position in Franklin Covey in Q4 2021 and held it in 4 quarters.
  • Principal Financial Group's Franklin Covey position peaked at $420K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.