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B. Riley Wealth Advisors’s Fair Isaac FICO Stock Holding History

B. Riley 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
2025
Q2 		– Sell
-145
Closed -$267K – 1157
2025
Q1 		$267K Buy
145
+37
+34% +$68.5K 0.01% 1029
2024
Q4 		$215K Sell
108
-108
-50% -$231K 0.01% 1011
2024
Q3 		$419K Sell
216
-87
-29% -$149K 0.01% 811
2024
Q2 		$451K Sell
303
-339
-53% -$438K 0.01% 862
2024
Q1 		$558K Sell
642
-312
-33% -$390K 0.02% 740
2023
Q4 		$1.11M Buy
954
+312
+49% +$314K 0.03% 493
2023
Q3 		$558K Buy
642
+108
+20% +$92.7K 0.02% 740
2023
Q2 		$432K Buy
534
+213
+66% +$160K 0.01% 932
2023
Q1 		$226K Buy
+321
New +$214K 0.01% 1234
2015
Q1 		– Sell
-180
Closed -$13K – 1054
2014
Q4 		$13K Buy
+180
New +$11.8K ﹤0.01% 2732
2014
Q3 		– Sell
-180
Closed -$11.5K – 1082
2014
Q2 		$11.5K Buy
+180
New +$10.3K ﹤0.01% 1729

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

B. Riley Wealth Advisors's FICO Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Fair Isaac (FICO) in Q2 2025, closing a stake of 145 shares — an estimated $267K sold.

B. Riley Wealth Advisors first reported a position in FICO in Q2 2014 and held it in 11 quarters. The position peaked at $1.11M in Q4 2023. 1,015 funds tracked by Wall St. Rank hold FICO as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Fair Isaac position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 145 Fair Isaac shares in Q2 2025, an estimated $267K.
  • B. Riley Wealth Advisors first reported a position in Fair Isaac in Q2 2014 and held it in 11 quarters.
  • B. Riley Wealth Advisors's Fair Isaac position peaked at $1.11M in Q4 2023.
  • 1,015 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.