SouthState Corp’s Franklin Covey FC Stock Holding History

SouthState Corp’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
2025 Q3	–	Sell	-62	Closed	-$1.42K	–	1413
2025 Q2	$1.42K	Sell	62 -104	-63%	-$2.3K	﹤0.01%	1181
2025 Q1	$4.58K	Buy	+166	New	+$5.49K	﹤0.01%	1009

Other funds holding FC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SouthState Corp's FC Position: Q3 2025 in Review

SouthState Corp sold out of Franklin Covey (FC) in Q3 2025, closing a stake of 62 shares — an estimated $1.42K sold.

SouthState Corp first reported a position in FC in Q1 2025 and held it in 2 quarters. The position peaked at $4.58K in Q1 2025. 113 funds tracked by Wall St. Rank hold FC as of Q3 2025.

SouthState Corp reported no remaining Franklin Covey position as of Q3 2025 after selling out during the quarter.
SouthState Corp sold 62 Franklin Covey shares in Q3 2025, an estimated $1.42K.
SouthState Corp first reported a position in Franklin Covey in Q1 2025 and held it in 2 quarters.
SouthState Corp's Franklin Covey position peaked at $4.58K in Q1 2025.
113 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2025.

Based on SouthState Corp's 13F filing for Q3 2025, filed 5 Nov 2025.