Root Financial Partners
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Root Financial Partners’s Franklin Covey FC Stock Holding History

Root Financial Partners’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
Q3 		$188 Buy
+11
New +$219 ﹤0.01% 3526
2026
Q2 		– Sell
-3
Closed -$47 – 1329
2026
Q1 		$47 Buy
+3
New +$49 ﹤0.01% 3387

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Acadian Asset Management
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Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's FC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Franklin Covey (FC) in Q3 2026: 11 shares worth $188. The stake represents ﹤0.01% of the portfolio and ranks #3526 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FC as recently as Q1 2026.

Root Financial Partners first reported a position in FC in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold FC as of Q3 2026.

  • Root Financial Partners held 11 shares of Franklin Covey worth $188 as of Q3 2026.
  • Franklin Covey was a new Root Financial Partners position in Q3 2026.
  • Franklin Covey made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3526 holding.
  • Root Financial Partners first reported a position in Franklin Covey in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.