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Berger Financial Group’s Fair Isaac FICO Stock Holding History

Berger Financial Group’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
Q2 		$664K Sell
556
-1,397
-72% -$1.56M 0.03% 261
2026
Q1 		$2.08M Hold
1,953
– – 0.12% 142
2025
Q4 		$3.3M Sell
1,953
-386
-17% -$664K 0.19% 110
2025
Q3 		$3.5M Sell
2,339
-3
-0.1% -$4.51K 0.21% 104
2025
Q2 		$4.28M Sell
2,342
-303
-11% -$569K 0.28% 91
2025
Q1 		$4.88M Sell
2,645
-4
-0.2% -$7.41K 0.34% 78
2024
Q4 		$5.27M Sell
2,649
-6
-0.2% -$12.8K 0.36% 69
2024
Q3 		$5.16M Sell
2,655
-389
-13% -$666K 0.37% 69
2024
Q2 		$4.53M Buy
+3,044
New +$3.93M 0.36% 74

Other funds holding FICO

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AA
AF Advisors Sacramento, California $204M AUM 22.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Berger Financial Group's FICO Position: Q2 2026 in Review

Berger Financial Group reduced its Fair Isaac (FICO) stake by 72% in Q2 2026, selling an estimated $1.56M and leaving 556 shares worth $664K. The position accounts for 0.03% of the portfolio, ranked #261.

Berger Financial Group first reported a position in FICO in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.27M in Q4 2024. 456 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Berger Financial Group held 556 shares of Fair Isaac worth $664K as of Q2 2026.
  • Berger Financial Group sold 1,397 Fair Isaac shares in Q2 2026, an estimated $1.56M.
  • Fair Isaac made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #261 holding.
  • Berger Financial Group first reported a position in Fair Isaac in Q2 2024 and has held it in 9 quarters since.
  • Berger Financial Group's Fair Isaac position peaked at $5.27M in Q4 2024.
  • 456 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.