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Baker Tilly Wealth Management’s Fair Isaac FICO Stock Holding History

Baker Tilly Wealth Management’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
Q3 		– Sell
-208
Closed -$249K – 295
2026
Q2 		$249K Buy
+208
New +$233K 0.05% 247
2026
Q1 		– Sell
-249
Closed -$421K – 298
2025
Q4 		$421K Sell
249
-12
-5% -$20.7K 0.1% 178
2025
Q3 		$391K Buy
261
+3
+1% +$4.51K 0.09% 182
2025
Q2 		$472K Sell
258
-6
-2% -$11.3K 0.17% 129
2025
Q1 		$487K Buy
264
+4
+2% +$7.41K 0.19% 120
2024
Q4 		$518K Buy
260
+37
+17% +$79K 0.2% 114
2024
Q3 		$433K Buy
223
+55
+33% +$94.1K 0.19% 127
2024
Q2 		$250K Buy
+168
New +$217K 0.1% 223

Other funds holding FICO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Baker Tilly Wealth Management's FICO Position: Q3 2026 in Review

Baker Tilly Wealth Management sold out of Fair Isaac (FICO) in Q3 2026, closing a stake of 208 shares — an estimated $249K sold.

Baker Tilly Wealth Management first reported a position in FICO in Q2 2024 and held it in 8 quarters. The position peaked at $518K in Q4 2024. 19 funds tracked by Wall St. Rank hold FICO as of Q3 2026.

  • Baker Tilly Wealth Management reported no remaining Fair Isaac position as of Q3 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 208 Fair Isaac shares in Q3 2026, an estimated $249K.
  • Baker Tilly Wealth Management first reported a position in Fair Isaac in Q2 2024 and held it in 8 quarters.
  • Baker Tilly Wealth Management's Fair Isaac position peaked at $518K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.