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Wiser Advisor Group’s Franklin Covey FC Stock Holding History

Wiser Advisor Group’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 		$44.4K Hold
1,812
– – 0.05% 95
2026
Q1 		$28.6K Hold
1,812
– – 0.03% 109
2025
Q4 		$30.4K Hold
1,812
– – 0.03% 111
2025
Q3 		$35.2K Buy
+1,812
New +$35.9K 0.04% 108
2025
Q2 		– Sell
-1,812
Closed -$50K – 113
2025
Q1 		$50K Hold
1,812
– – 0.07% 95
2024
Q4 		$68.1K Buy
1,812
+907
+100% +$34.9K 0.1% 81
2024
Q3 		$37.2K Hold
905
– – 0.06% 112
2024
Q2 		$34.4K Hold
905
– – 0.05% 119
2024
Q1 		$35.5K Hold
905
– – 0.06% 113
2023
Q4 		$39.4K Buy
+905
New +$35.8K 0.07% 106

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

Wiser Advisor Group's FC Position: Q2 2026 in Review

Wiser Advisor Group held its Franklin Covey (FC) position steady in Q2 2026 at 1,812 shares worth $44.4K. The position accounts for 0.05% of the portfolio, ranked #95.

Wiser Advisor Group first reported a position in FC in Q4 2023 and has held it in 10 quarters since. The position peaked at $68.1K in Q4 2024. 113 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • Wiser Advisor Group held 1,812 shares of Franklin Covey worth $44.4K as of Q2 2026.
  • Wiser Advisor Group left its Franklin Covey share count unchanged in Q2 2026.
  • Franklin Covey made up 0.05% of Wiser Advisor Group's portfolio in Q2 2026, its #95 holding.
  • Wiser Advisor Group first reported a position in Franklin Covey in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Franklin Covey position peaked at $68.1K in Q4 2024.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.