SS
FC icon

Sunbelt Securities’s Franklin Covey FC Stock Holding History

Sunbelt 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
Q1 		$16 Buy
+1
New +$16 ﹤0.01% 2890

Other funds holding FC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Sunbelt Securities's FC Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Franklin Covey (FC) in Q1 2026: 1 share worth $16. The stake represents ﹤0.01% of the portfolio and ranks #2890 among its holdings.

107 funds tracked by Wall St. Rank hold FC as of Q1 2026.

  • Sunbelt Securities held 1 share of Franklin Covey worth $16 as of Q1 2026.
  • Franklin Covey was a new Sunbelt Securities position in Q1 2026.
  • Franklin Covey made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2890 holding.
  • 107 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.