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Raffa Wealth Management’s Franklin Covey FC Stock Holding History

Raffa Wealth Management’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
Q2 		– Sell
-47
Closed -$742 – 1626
2026
Q1 		$742 Hold
47
– – ﹤0.01% 1010
2025
Q4 		$789 Buy
+47
New +$787 ﹤0.01% 978

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Raffa Wealth Management's FC Position: Q2 2026 in Review

Raffa Wealth Management sold out of Franklin Covey (FC) in Q2 2026, closing a stake of 47 shares — an estimated $742 sold.

Raffa Wealth Management first reported a position in FC in Q4 2025 and held it in 2 quarters. The position peaked at $789 in Q4 2025. 102 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • Raffa Wealth Management reported no remaining Franklin Covey position as of Q2 2026 after selling out during the quarter.
  • Raffa Wealth Management sold 47 Franklin Covey shares in Q2 2026, an estimated $742.
  • Raffa Wealth Management first reported a position in Franklin Covey in Q4 2025 and held it in 2 quarters.
  • Raffa Wealth Management's Franklin Covey position peaked at $789 in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.