WPA
FC icon

Wealth Preservation Advisors’s Franklin Covey FC Stock Holding History

Wealth Preservation Advisors’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
-27
Closed -$426 – 365
2026
Q1 		$426 Buy
+27
New +$445 ﹤0.01% 803

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Wealth Preservation Advisors's FC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Franklin Covey (FC) in Q2 2026, closing a stake of 27 shares — an estimated $426 sold.

Wealth Preservation Advisors first reported a position in FC in Q1 2026 and held it in 1 quarter. The position peaked at $426 in Q1 2026. 112 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Franklin Covey position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 27 Franklin Covey shares in Q2 2026, an estimated $426.
  • Wealth Preservation Advisors first reported a position in Franklin Covey in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Franklin Covey position peaked at $426 in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.