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Atlas Private Wealth Advisors’s Fair Isaac FICO Stock Holding History

Atlas Private Wealth Advisors’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
Q2 		$403K Hold
337
– – 0.09% 97
2026
Q1 		$360K Hold
337
– – 0.08% 95
2025
Q4 		$570K Hold
337
– – 0.13% 76
2025
Q3 		$504K Sell
337
-346
-51% -$520K 0.12% 77
2025
Q2 		$1.25M Buy
683
+4
+0.6% +$7.51K 0.16% 75
2025
Q1 		$1.25M Buy
679
+5
+0.7% +$9.26K 0.17% 72
2024
Q4 		$1.34M Hold
674
– – 0.19% 66
2024
Q3 		$1.31M Hold
674
– – 0.19% 57
2024
Q2 		$1M Buy
674
+337
+100% +$436K 0.16% 62
2024
Q1 		$421K Sell
337
-337
-50% -$422K 0.14% 70
2023
Q4 		$785K Hold
674
– – 0.15% 65
2023
Q3 		$585K Hold
674
– – 0.11% 97
2023
Q2 		$545K Buy
+674
New +$505K 0.11% 104
2021
Q2 		– Sell
-3
Closed -$1K – 826
2021
Q1 		$1K Buy
3
+1
+50% +$475 ﹤0.01% 802
2020
Q4 		$1K Buy
+2
New +$930 ﹤0.01% 708

Other funds holding FICO

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
AA
AF Advisors Sacramento, California $204M AUM 22.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Atlas Private Wealth Advisors's FICO Position: Q2 2026 in Review

Atlas Private Wealth Advisors held its Fair Isaac (FICO) position steady in Q2 2026 at 337 shares worth $403K. The position accounts for 0.09% of the portfolio, ranked #97.

Atlas Private Wealth Advisors first reported a position in FICO in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.34M in Q4 2024. 333 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Atlas Private Wealth Advisors held 337 shares of Fair Isaac worth $403K as of Q2 2026.
  • Atlas Private Wealth Advisors left its Fair Isaac share count unchanged in Q2 2026.
  • Fair Isaac made up 0.09% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Atlas Private Wealth Advisors first reported a position in Fair Isaac in Q4 2020 and has held it in 15 quarters since.
  • Atlas Private Wealth Advisors's Fair Isaac position peaked at $1.34M in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.