Simplex Trading
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Simplex Trading’s Franklin Covey FC Stock Holding History

Simplex Trading’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 		$31.9K Buy
1,302
+1,288
+9,200% +$29.4K ﹤0.01% 6701
2026
Q1 		$221 Sell
14
-41
-75% -$675 ﹤0.01% 8827
2025
Q4 		$922 Buy
+55
New +$921 ﹤0.01% 8048
2025
Q2 		– Sell
-20
Closed -$442 – 8945
2025
Q1 		$0 Buy
+20
New +$662 ﹤0.01% 8806
2024
Q2 		– Sell
-14,605
Closed -$549K – 9061
2024
Q1 		$573K Buy
+14,605
New +$582K ﹤0.01% 3721
2023
Q3 		– Sell
-21
Closed – – 8983
2023
Q2 		$0 Sell
21
-34
-62% -$1.26K ﹤0.01% 9243
2023
Q1 		$2K Buy
+55
New +$2.54K ﹤0.01% 8442
2022
Q3 		– Sell
-8
Closed – – 10176
2022
Q2 		$0 Buy
+8
New +$318 ﹤0.01% 10265
2022
Q1 		– Sell
-99
Closed -$4.59K – 10676
2021
Q4 		$4K Sell
99
-2,113
-96% -$93.7K ﹤0.01% 9664
2021
Q3 		$79K Hold
2,212
– – ﹤0.01% 6947
2021
Q2 		$71K Buy
2,212
+125
+6% +$3.85K ﹤0.01% 7193
2021
Q1 		$59K Sell
2,087
-11,555
-85% -$302K ﹤0.01% 6397
2020
Q4 		$303K Buy
+13,642
New +$284K ﹤0.01% 4058
2020
Q1 		– Sell
-2,597
Closed -$74.3K – 7766
2019
Q4 		$83K Sell
2,597
-73
-3% -$2.65K ﹤0.01% 4697
2019
Q3 		$93K Buy
+2,670
New +$96.3K ﹤0.01% 4394
2018
Q3 		– Sell
-11,614
Closed -$290K – 7576
2018
Q2 		$285K Sell
11,614
-88,302
-88% -$2.37M ﹤0.01% 3063
2018
Q1 		$2.69M Buy
99,916
+84,766
+560% +$2.31M 0.12% 145
2017
Q4 		$314K Sell
15,150
-19,173
-56% -$376K 0.01% 964
2017
Q3 		$696K Buy
34,323
+13,062
+61% +$243K 0.03% 513
2017
Q2 		$410K Buy
21,261
+18,877
+792% +$389K 0.02% 762
2017
Q1 		$48K Sell
2,384
-44,662
-95% -$789K ﹤0.01% 2413
2016
Q4 		$947K Buy
47,046
+11,870
+34% +$232K 0.06% 293
2016
Q3 		$626K Buy
35,176
+33,057
+1,560% +$533K 0.04% 421
2016
Q2 		$32K Buy
+2,119
New +$32.8K ﹤0.01% 2460

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

Simplex Trading's FC Position: Q2 2026 in Review

Simplex Trading increased its Franklin Covey (FC) stake by 9,200% in Q2 2026, buying an estimated $29.4K and bringing the position to 1,302 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6701.

Simplex Trading first reported a position in FC in Q2 2016 and has held it in 24 quarters since. The position peaked at $2.69M in Q1 2018. 113 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • Simplex Trading held 1,302 shares of Franklin Covey worth $31.9K as of Q2 2026.
  • Simplex Trading bought 1,288 Franklin Covey shares in Q2 2026, an estimated $29.4K.
  • Franklin Covey made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #6701 holding.
  • Simplex Trading first reported a position in Franklin Covey in Q2 2016 and has held it in 24 quarters since.
  • Simplex Trading's Franklin Covey position peaked at $2.69M in Q1 2018.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.