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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
Shares
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
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$5.72T AUM
30.48%
1-Year Est. Return
RA
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$10.1B AUM
42.88%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
AllianceBernstein
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$309B AUM
23.92%
1-Year Est. Return
PAIM
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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
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
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
HCA
Harbor Capital Advisors
Chicago, Illinois
$1.23B AUM
30.56%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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