AAS
FICO icon

Avantax Advisory Services’s Fair Isaac FICO Stock Holding History

Avantax Advisory Services’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 		$2.06M Buy
1,129
+116
+11% +$218K 0.01% 781
2025
Q1 		$1.87M Buy
1,013
+91
+10% +$169K 0.01% 769
2024
Q4 		$1.84M Sell
922
-435
-32% -$929K 0.01% 748
2024
Q3 		$2.64M Sell
1,357
-377
-22% -$645K 0.02% 584
2024
Q2 		$2.58M Buy
+1,734
New +$2.24M 0.02% 574

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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

Avantax Advisory Services's FICO Position: Q2 2025 in Review

Avantax Advisory Services increased its Fair Isaac (FICO) stake by 11% in Q2 2025, buying an estimated $218K and bringing the position to 1,129 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #781.

Avantax Advisory Services first reported a position in FICO in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.64M in Q3 2024. 1,013 funds tracked by Wall St. Rank hold FICO as of Q2 2025.

  • Avantax Advisory Services held 1,129 shares of Fair Isaac worth $2.06M as of Q2 2025.
  • Avantax Advisory Services bought 116 Fair Isaac shares in Q2 2025, an estimated $218K.
  • Fair Isaac made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #781 holding.
  • Avantax Advisory Services first reported a position in Fair Isaac in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Fair Isaac position peaked at $2.64M in Q3 2024.
  • 1,013 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.