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Private Wealth Management Group’s Franklin Covey FC Stock Holding History

Private Wealth Management 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
Q4 		– Sell
-32
Closed -$622 – 1495
2025
Q3 		$622 Sell
32
-106
-77% -$2.1K ﹤0.01% 1394
2025
Q2 		$3.15K Buy
+138
New +$3.05K ﹤0.01% 941

Other funds holding FC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Private Wealth Management Group's FC Position: Q4 2025 in Review

Private Wealth Management Group sold out of Franklin Covey (FC) in Q4 2025, closing a stake of 32 shares — an estimated $622 sold.

Private Wealth Management Group first reported a position in FC in Q2 2025 and held it in 2 quarters. The position peaked at $3.15K in Q2 2025. 107 funds tracked by Wall St. Rank hold FC as of Q4 2025.

  • Private Wealth Management Group reported no remaining Franklin Covey position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 32 Franklin Covey shares in Q4 2025, an estimated $622.
  • Private Wealth Management Group first reported a position in Franklin Covey in Q2 2025 and held it in 2 quarters.
  • Private Wealth Management Group's Franklin Covey position peaked at $3.15K in Q2 2025.
  • 107 funds tracked by Wall St. Rank held Franklin Covey as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.