Raymond James Financial
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Raymond James Financial’s Franklin Covey FC Stock Holding History

Raymond James Financial’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 		$357K Buy
22,598
+11,982
+113% +$197K ﹤0.01% 4572
2025
Q4 		$178K Sell
10,616
-10,165
-49% -$170K ﹤0.01% 4820
2025
Q3 		$403K Sell
20,781
-614
-3% -$12.1K ﹤0.01% 4247
2025
Q2 		$488K Buy
+21,395
New +$473K ﹤0.01% 4020

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

Raymond James Financial's FC Position: Q1 2026 in Review

Raymond James Financial increased its Franklin Covey (FC) stake by 113% in Q1 2026, buying an estimated $197K and bringing the position to 22,598 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #4572.

Raymond James Financial first reported a position in FC in Q2 2025 and has held it in 4 quarters since. The position peaked at $488K in Q2 2025. 107 funds tracked by Wall St. Rank hold FC as of Q1 2026.

  • Raymond James Financial held 22,598 shares of Franklin Covey worth $357K as of Q1 2026.
  • Raymond James Financial bought 11,982 Franklin Covey shares in Q1 2026, an estimated $197K.
  • Franklin Covey made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4572 holding.
  • Raymond James Financial first reported a position in Franklin Covey in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's Franklin Covey position peaked at $488K in Q2 2025.
  • 107 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.