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TD Private Client Wealth’s Franklin Covey FC Stock Holding History

TD Private Client Wealth’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
Q4 		– Sell
-49
Closed -$951 – 1668
2025
Q3 		$951 Buy
+49
New +$970 ﹤0.01% 1340

Other funds holding FC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

TD Private Client Wealth's FC Position: Q4 2025 in Review

TD Private Client Wealth sold out of Franklin Covey (FC) in Q4 2025, closing a stake of 49 shares — an estimated $951 sold.

TD Private Client Wealth first reported a position in FC in Q3 2025 and held it in 1 quarter. The position peaked at $951 in Q3 2025. 107 funds tracked by Wall St. Rank hold FC as of Q4 2025.

  • TD Private Client Wealth reported no remaining Franklin Covey position as of Q4 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 49 Franklin Covey shares in Q4 2025, an estimated $951.
  • TD Private Client Wealth first reported a position in Franklin Covey in Q3 2025 and held it in 1 quarter.
  • TD Private Client Wealth's Franklin Covey position peaked at $951 in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Franklin Covey as of Q4 2025.

Based on TD Private Client Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.