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Franklin Covey shares owned by UMA Financial Services

Quarter-by-quarter ownership of Franklin Covey (FC) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Franklin Covey

Tip: Access up to 7 years of quarterly data

All positions including Franklin Covey held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Covey by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 704 19.41
2025-06-30 $16k 704 22.82
2025-03-31 $19k 704 27.62
2024-12-31 $27k 704 37.58

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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