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Atria Wealth Solutions’s Fair Isaac FICO Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.28M Sell
701
-162
-19% -$304K 0.03% 553
2025
Q1 		$1.59M Sell
863
-139
-14% -$257K 0.02% 719
2024
Q4 		$1.99M Sell
1,002
-405
-29% -$865K 0.02% 643
2024
Q3 		$2.73M Sell
1,407
-822
-37% -$1.41M 0.03% 521
2024
Q2 		$3.32M Sell
2,229
-152
-6% -$196K 0.04% 453
2024
Q1 		$2.98M Buy
2,381
+148
+7% +$185K 0.03% 500
2023
Q4 		$2.6M Buy
2,233
+103
+5% +$104K 0.03% 517
2023
Q3 		$1.85M Sell
2,130
-30
-1% -$25.7K 0.03% 583
2023
Q2 		$1.75M Buy
2,160
+1,391
+181% +$1.04M 0.02% 608
2023
Q1 		$540K Buy
769
+10
+1% +$6.65K 0.01% 1085
2022
Q4 		$454K Hold
759
– – 0.01% 1130
2022
Q3 		$313K Buy
+759
New +$345K 0.01% 1277

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Atria Wealth Solutions's FICO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fair Isaac (FICO) stake by 19% in Q2 2025, selling an estimated $304K and leaving 701 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #553.

Atria Wealth Solutions first reported a position in FICO in Q3 2022 and has held it in 12 quarters since. The position peaked at $3.32M in Q2 2024. 1,015 funds tracked by Wall St. Rank hold FICO as of Q2 2025.

  • Atria Wealth Solutions held 701 shares of Fair Isaac worth $1.28M as of Q2 2025.
  • Atria Wealth Solutions sold 162 Fair Isaac shares in Q2 2025, an estimated $304K.
  • Fair Isaac made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #553 holding.
  • Atria Wealth Solutions first reported a position in Fair Isaac in Q3 2022 and has held it in 12 quarters since.
  • Atria Wealth Solutions's Fair Isaac position peaked at $3.32M in Q2 2024.
  • 1,015 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.