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AE Wealth Management’s Fair Isaac FICO Stock Holding History

AE Wealth Management’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$418K Buy
392
+141
+56% +$193K ﹤0.01% 1200
2025
Q4 		$424K Buy
+251
New +$432K ﹤0.01% 1133
2024
Q1 		– Sell
-2,563
Closed -$3.07M – 1434
2023
Q4 		$3.07M Buy
2,563
+2,088
+440% +$2.1M 0.02% 760
2023
Q3 		$413K Sell
475
-87
-15% -$74.7K ﹤0.01% 1479
2023
Q2 		$455K Buy
562
+229
+69% +$172K ﹤0.01% 1442
2023
Q1 		$234K Buy
+333
New +$222K ﹤0.01% 1667

Other funds holding FICO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's FICO Position: Q1 2026 in Review

AE Wealth Management increased its Fair Isaac (FICO) stake by 56% in Q1 2026, buying an estimated $193K and bringing the position to 392 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

AE Wealth Management first reported a position in FICO in Q1 2023 and has held it in 6 quarters since. The position peaked at $3.07M in Q4 2023. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • AE Wealth Management held 392 shares of Fair Isaac worth $418K as of Q1 2026.
  • AE Wealth Management bought 141 Fair Isaac shares in Q1 2026, an estimated $193K.
  • Fair Isaac made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1200 holding.
  • AE Wealth Management first reported a position in Fair Isaac in Q1 2023 and has held it in 6 quarters since.
  • AE Wealth Management's Fair Isaac position peaked at $3.07M in Q4 2023.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.