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Ritholtz Wealth Management’s Franklin Covey FC Stock Holding History

Ritholtz 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 		$448K Buy
+18,280
New +$417K 0.01% 895

Other funds holding FC

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return

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

Ritholtz Wealth Management opened a new position in Franklin Covey (FC) in Q2 2026: 18,280 shares worth $448K. The stake represents 0.01% of the portfolio and ranks #895 among its holdings.

38 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • Ritholtz Wealth Management held 18,280 shares of Franklin Covey worth $448K as of Q2 2026.
  • Franklin Covey was a new Ritholtz Wealth Management position in Q2 2026.
  • Franklin Covey made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #895 holding.
  • 38 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.