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Beaumont Financial Advisors’s Fair Isaac FICO Stock Holding History

Beaumont Financial 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 		– Sell
-138
Closed -$233K – 382
2025
Q4 		$233K Sell
138
-199
-59% -$343K 0.02% 337
2025
Q3 		$504K Buy
337
+2
+0.6% +$3.01K 0.03% 239
2025
Q2 		$612K Buy
335
+1
+0.3% +$1.88K 0.04% 201
2025
Q1 		$616K Sell
334
-1
-0.3% -$1.85K 0.05% 200
2024
Q4 		$667K Buy
335
+1
+0.3% +$2.14K 0.05% 187
2024
Q3 		$649K Buy
334
+1
+0.3% +$1.71K 0.05% 182
2024
Q2 		$496K Hold
333
– – 0.04% 211
2024
Q1 		$416K Buy
333
+1
+0.3% +$1.25K 0.03% 230
2023
Q4 		$386K Buy
332
+2
+0.6% +$2.01K 0.04% 227
2023
Q3 		$287K Hold
330
– – 0.03% 256
2023
Q2 		$267K Buy
330
+1
+0.3% +$750 0.02% 282
2023
Q1 		$231K Buy
+329
New +$219K 0.02% 286

Other funds holding FICO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beaumont Financial Advisors's FICO Position: Q1 2026 in Review

Beaumont Financial Advisors sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 138 shares — an estimated $233K sold.

Beaumont Financial Advisors first reported a position in FICO in Q1 2023 and held it in 12 quarters. The position peaked at $667K in Q4 2024. 854 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Beaumont Financial Advisors reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • Beaumont Financial Advisors sold 138 Fair Isaac shares in Q1 2026, an estimated $233K.
  • Beaumont Financial Advisors first reported a position in Fair Isaac in Q1 2023 and held it in 12 quarters.
  • Beaumont Financial Advisors's Fair Isaac position peaked at $667K in Q4 2024.
  • 854 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.