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Rothschild Investment LLC’s Franklin Covey FC Stock Holding History

Rothschild Investment LLC’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 		$1.01K Buy
41
+30
+273% +$684 ﹤0.01% 3038
2026
Q1 		$174 Sell
11
-29
-73% -$477 ﹤0.01% 3325
2025
Q4 		$671 Hold
40
– – ﹤0.01% 2829
2025
Q3 		$776 Buy
40
+30
+300% +$594 ﹤0.01% 2691
2025
Q2 		$228 Buy
+10
New +$221 ﹤0.01% 2913
2024
Q4 		– Sell
-5
Closed -$206 – 2994
2024
Q3 		$206 Hold
5
– – ﹤0.01% 2709
2024
Q2 		$190 Buy
+5
New +$188 ﹤0.01% 2507

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 $3.37T AUM 44.26% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Rothschild Investment LLC's FC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Franklin Covey (FC) stake by 273% in Q2 2026, buying an estimated $684 and bringing the position to 41 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3038.

Rothschild Investment LLC first reported a position in FC in Q2 2024 and has held it in 7 quarters since. 113 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • Rothschild Investment LLC held 41 shares of Franklin Covey worth $1.01K as of Q2 2026.
  • Rothschild Investment LLC bought 30 Franklin Covey shares in Q2 2026, an estimated $684.
  • Franklin Covey made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3038 holding.
  • Rothschild Investment LLC first reported a position in Franklin Covey in Q2 2024 and has held it in 7 quarters since.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.