Swiss National Bank
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Swiss National Bank’s Franklin Covey FC Stock Holding History

Swiss National Bank’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
Q1 		– Sell
-22,100
Closed -$831K – 2414
2024
Q4 		$831K Hold
22,100
– – ﹤0.01% 2285
2024
Q3 		$909K Hold
22,100
– – ﹤0.01% 2254
2024
Q2 		$840K Hold
22,100
– – ﹤0.01% 2250
2024
Q1 		$868K Hold
22,100
– – ﹤0.01% 2290
2023
Q4 		$962K Sell
22,100
-4,000
-15% -$158K ﹤0.01% 2263
2023
Q3 		$1.12M Sell
26,100
-900
-3% -$39.9K ﹤0.01% 2180
2023
Q2 		$1.18M Hold
27,000
– – ﹤0.01% 2207
2023
Q1 		$1.04M Sell
27,000
-3,400
-11% -$157K ﹤0.01% 2230
2022
Q4 		$1.42M Hold
30,400
– – ﹤0.01% 2119
2022
Q3 		$1.38M Hold
30,400
– – ﹤0.01% 2132
2022
Q2 		$1.4M Buy
+30,400
New +$1.21M ﹤0.01% 2161
2020
Q4 		– Sell
-26,200
Closed -$465K – 2501
2020
Q3 		$465K Hold
26,200
– – ﹤0.01% 2369
2020
Q2 		$561K Buy
26,200
+7,500
+40% +$152K ﹤0.01% 2355
2020
Q1 		$291K Hold
18,700
– – ﹤0.01% 2351
2019
Q4 		$603K Buy
+18,700
New +$678K ﹤0.01% 2366

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

Swiss National Bank's FC Position: Q1 2025 in Review

Swiss National Bank sold out of Franklin Covey (FC) in Q1 2025, closing a stake of 22,100 shares — an estimated $831K sold.

Swiss National Bank first reported a position in FC in Q4 2019 and held it in 15 quarters. The position peaked at $1.42M in Q4 2022. 131 funds tracked by Wall St. Rank hold FC as of Q1 2025.

  • Swiss National Bank reported no remaining Franklin Covey position as of Q1 2025 after selling out during the quarter.
  • Swiss National Bank sold 22,100 Franklin Covey shares in Q1 2025, an estimated $831K.
  • Swiss National Bank first reported a position in Franklin Covey in Q4 2019 and held it in 15 quarters.
  • Swiss National Bank's Franklin Covey position peaked at $1.42M in Q4 2022.
  • 131 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2025.

Based on Swiss National Bank's 13F filing for Q1 2025, filed 12 May 2025.