Beacon Pointe Advisors’s Fair Isaac FICO Stock Holding History

Beacon Pointe 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
2026 Q1	$1.39M	Buy	1,298 +240	+23%	+$329K	0.01%	869
2025 Q4	$1.79M	Buy	1,058 +29	+3%	+$49.9K	0.01%	644
2025 Q3	$1.54M	Buy	1,029 +1	+0.1%	+$1.5K	0.01%	606
2025 Q2	$1.88M	Sell	1,028 -14	-1%	-$26.3K	0.02%	493
2025 Q1	$1.92M	Sell	1,042 -4	-0.4%	-$7.41K	0.02%	469
2024 Q4	$2.08M	Buy	+1,046	New	+$2.23M	0.02%	451
2024 Q2	–	Sell	-1,071	Closed	-$1.34M	–	1315
2024 Q1	$1.34M	Hold	1,071	–	–	0.01%	596
2023 Q4	$1.25M	Sell	1,071 -8	-0.7%	-$8.05K	0.01%	602
2023 Q3	$937K	Buy	+1,079	New	+$926K	0.01%	647

Other funds holding FICO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VFCM

Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Beacon Pointe Advisors's FICO Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Fair Isaac (FICO) stake by 23% in Q1 2026, buying an estimated $329K and bringing the position to 1,298 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #869.

Beacon Pointe Advisors first reported a position in FICO in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.08M in Q4 2024. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

Beacon Pointe Advisors held 1,298 shares of Fair Isaac worth $1.39M as of Q1 2026.
Beacon Pointe Advisors bought 240 Fair Isaac shares in Q1 2026, an estimated $329K.
Fair Isaac made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #869 holding.
Beacon Pointe Advisors first reported a position in Fair Isaac in Q3 2023 and has held it in 9 quarters since.
Beacon Pointe Advisors's Fair Isaac position peaked at $2.08M in Q4 2024.
850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.