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SJS Investment Consulting’s Franklin Covey FC Stock Holding History

SJS Investment Consulting’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 		$221 Buy
9
+5
+125% +$114 ﹤0.01% 2454
2026
Q1 		$64 Buy
+4
New +$66 ﹤0.01% 2219

Other funds holding FC

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SJS Investment Consulting's FC Position: Q2 2026 in Review

SJS Investment Consulting increased its Franklin Covey (FC) stake by 125% in Q2 2026, buying an estimated $114 and bringing the position to 9 shares worth $221. The position accounts for ﹤0.01% of the portfolio, ranked #2454.

SJS Investment Consulting first reported a position in FC in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • SJS Investment Consulting held 9 shares of Franklin Covey worth $221 as of Q2 2026.
  • SJS Investment Consulting bought 5 Franklin Covey shares in Q2 2026, an estimated $114.
  • Franklin Covey made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2454 holding.
  • SJS Investment Consulting first reported a position in Franklin Covey in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.