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
Q2 		$496K Sell
20,236
-2,362
-10% -$53.8K ﹤0.01% 4513
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Raymond James Financial's FC Position: Q2 2026 in Review

Raymond James Financial reduced its Franklin Covey (FC) stake by 10% in Q2 2026, selling an estimated $53.8K and leaving 20,236 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #4513.

Raymond James Financial first reported a position in FC in Q2 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • Raymond James Financial held 20,236 shares of Franklin Covey worth $496K as of Q2 2026.
  • Raymond James Financial sold 2,362 Franklin Covey shares in Q2 2026, an estimated $53.8K.
  • Franklin Covey made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4513 holding.
  • Raymond James Financial first reported a position in Franklin Covey in Q2 2025 and has held it in 5 quarters since.
  • 112 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.