Zurich Cantonal Bank’s Franklin Covey FC Stock Holding History

Zurich Cantonal Bank’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 Q1	–	Sell	-2,142	Closed	-$80.5K	–	2642
2024 Q4	$80.5K	Hold	2,142	–	–	﹤0.01%	2495
2024 Q3	$88.1K	Hold	2,142	–	–	﹤0.01%	2459
2024 Q2	$81.4K	Hold	2,142	–	–	﹤0.01%	2450
2024 Q1	$84.1K	Hold	2,142	–	–	﹤0.01%	2447
2023 Q4	$93.2K	Hold	2,142	–	–	﹤0.01%	2470
2023 Q3	$91.9K	Hold	2,142	–	–	﹤0.01%	2389
2023 Q2	$93.6K	Hold	2,142	–	–	﹤0.01%	2379
2023 Q1	$82.4K	Hold	2,142	–	–	﹤0.01%	2393
2022 Q4	$100K	Hold	2,142	–	–	﹤0.01%	2267
2022 Q3	$97K	Buy	+2,142	New	+$106K	﹤0.01%	2242
2020 Q4	–	Sell	-600	Closed	-$11K	–	2618
2020 Q3	$11K	Hold	600	–	–	﹤0.01%	2541
2020 Q2	$13K	Hold	600	–	–	﹤0.01%	2501
2020 Q1	$9K	Buy	+600	New	+$17.2K	﹤0.01%	2496

Other funds holding FC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

Zurich Cantonal Bank's FC Position: Q1 2025 in Review

Zurich Cantonal Bank sold out of Franklin Covey (FC) in Q1 2025, closing a stake of 2,142 shares — an estimated $80.5K sold.

Zurich Cantonal Bank first reported a position in FC in Q1 2020 and held it in 13 quarters. The position peaked at $100K in Q4 2022. 131 funds tracked by Wall St. Rank hold FC as of Q1 2025.

Zurich Cantonal Bank reported no remaining Franklin Covey position as of Q1 2025 after selling out during the quarter.
Zurich Cantonal Bank sold 2,142 Franklin Covey shares in Q1 2025, an estimated $80.5K.
Zurich Cantonal Bank first reported a position in Franklin Covey in Q1 2020 and held it in 13 quarters.
Zurich Cantonal Bank's Franklin Covey position peaked at $100K in Q4 2022.
131 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2025.

Based on Zurich Cantonal Bank's 13F filing for Q1 2025, filed 7 May 2025.