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Franklin Covey shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Franklin Covey (FC) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Franklin Covey

Tip: Access up to 7 years of quarterly data

All positions including Franklin Covey held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Covey by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $622 32 19.44
2025-06-30 $3.2k 138 22.83

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Private Wealth Management Group

Top funds holding Franklin Covey

Alliancebernstein
BlackRock
Royce & Associates
Vanguard Group
Punch & Associates Investment Management
Rice Hall James & Associates
Dimensional Fund Advisors
Geode Capital Management
Acadian Asset Management
Millennium Management
State Street Corporation
Federated Investors
Arrowstreet Capital, Limited Partnership
Herald Investment Management
Jacobs Levy Equity Management

View all funds holding Franklin Covey