13F

Stock

Franklin Covey Co

FC · held by 5 managers

Reported value

$5.34M

Holders

5

+0 new · −0 exited

Holders’ est. mark

−$66.7K

Price effect on 2 books still in the name

Largest holder

$2.86M

BANK OF AMERICA CORP /DE/

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BANK OF AMERICA CORP /DE/147.4K$2.86MHeld
MORGAN STANLEY108.1K$2.1MHeld
BARCLAYS PLC19.6K$379.7K−$66.7KCut−$168.9K
Essential Partners LLC43$835−$37Added$584
IFP Advisors, Inc25$485Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.