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 Q2	–	Sell	-3	Closed	-$47	–	1329
2026 Q1	$47	Buy	+3	New	+$49	﹤0.01%	3387

Other funds holding FC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Root Financial Partners's FC Position: Q2 2026 in Review

Root Financial Partners sold out of Franklin Covey (FC) in Q2 2026, closing a stake of 3 shares — an estimated $47 sold.

Root Financial Partners first reported a position in FC in Q1 2026 and held it in 1 quarter. The position peaked at $47 in Q1 2026. 112 funds tracked by Wall St. Rank hold FC as of Q2 2026.

Root Financial Partners reported no remaining Franklin Covey position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 3 Franklin Covey shares in Q2 2026, an estimated $47.
Root Financial Partners first reported a position in Franklin Covey in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Franklin Covey position peaked at $47 in Q1 2026.
112 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.