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RAFFA WEALTH MANAGEMENT, LLC’s Franklin Covey FC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Q2 		– Sell
-47
Closed -$742 – 1626
2026
Q1 		$742 Hold
47
– – ﹤0.01% 1010
2025
Q4 		$789 Buy
+47
New +$787 ﹤0.01% 978

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SIM
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CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Franklin Covey (FC) in Q2 2026, closing a stake of 47 shares — an estimated $742 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FC in Q4 2025 and held it in 2 quarters. The position peaked at $789 in Q4 2025. 17 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Franklin Covey position as of Q2 2026 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 47 Franklin Covey shares in Q2 2026, an estimated $742.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Franklin Covey in Q4 2025 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Franklin Covey position peaked at $789 in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.