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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return