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EP Wealth Advisors, LLC

Position in FC — Franklin Covey Co

CIK 1540569 TORRANCE, CA

Position in FC

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$414,557
+$159,707 QoQ
Shares Held
16,900
+4.7% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 112 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority Sole 3% Shared 0% None 97%

Common Shares in FC Over Time

Shares Held

Position Value (USD)

Position in Education & Training Services

Consumer Defensive · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $837,971 across 3 Education & Training Services names. FC ranks #1 (49.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FC
Franklin Covey Co
This page
16,900 $414,557

All Filings in FC

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $414,557 16,900
2026-03-31 $254,850 16,140
2025-12-31 $274,403 16,353
2025-06-30 $366,740 16,071
2025-03-31 $443,881 16,071
2024-12-31 $681,250 18,128
2024-09-30 $732,484 17,809
2024-06-30 $618,184 16,268
2024-03-31 $638,681 16,268
2023-12-31 $699,570 16,071
2023-09-30 $271,984 6,337
2023-06-30 $276,800 156,097
2023-03-31 $191,349 4,974
2022-12-31 $296,381 6,337
2022-06-30 $292,642 6,337