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SBI Securities’s Franklin Covey FC Stock Holding History

SBI Securities’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 		$123 Hold
5
– – ﹤0.01% 3461
2026
Q1 		$79 Hold
5
– – ﹤0.01% 3468
2025
Q4 		$84 Sell
5
-1
-17% -$17 ﹤0.01% 3457
2025
Q3 		$116 Buy
6
+1
+20% +$20 ﹤0.01% 3475
2025
Q2 		$114 Hold
5
– – ﹤0.01% 3497
2025
Q1 		$138 Hold
5
– – ﹤0.01% 3341
2024
Q4 		$188 Buy
+5
New +$192 ﹤0.01% 3264

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

SBI Securities's FC Position: Q2 2026 in Review

SBI Securities held its Franklin Covey (FC) position steady in Q2 2026 at 5 shares worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #3461.

SBI Securities first reported a position in FC in Q4 2024 and has held it in 7 quarters since. The position peaked at $188 in Q4 2024. 113 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • SBI Securities held 5 shares of Franklin Covey worth $123 as of Q2 2026.
  • SBI Securities left its Franklin Covey share count unchanged in Q2 2026.
  • Franklin Covey made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3461 holding.
  • SBI Securities first reported a position in Franklin Covey in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Franklin Covey position peaked at $188 in Q4 2024.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.