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Birchwood Financial Partners’s Fair Isaac FICO Stock Holding History

Birchwood Financial Partners’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 		$8.36K Sell
7
-1
-13% -$1.12K 0.01% 293
2026
Q1 		$8.54K Hold
8
– – 0.01% 285
2025
Q4 		$13.5K Buy
+8
New +$13.8K 0.01% 258

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Birchwood Financial Partners's FICO Position: Q2 2026 in Review

Birchwood Financial Partners reduced its Fair Isaac (FICO) stake by 13% in Q2 2026, selling an estimated $1.12K and leaving 7 shares worth $8.36K. The position accounts for 0.01% of the portfolio, ranked #293.

Birchwood Financial Partners first reported a position in FICO in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.5K in Q4 2025. 842 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Birchwood Financial Partners held 7 shares of Fair Isaac worth $8.36K as of Q2 2026.
  • Birchwood Financial Partners sold 1 Fair Isaac share in Q2 2026, an estimated $1.12K.
  • Fair Isaac made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #293 holding.
  • Birchwood Financial Partners first reported a position in Fair Isaac in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Fair Isaac position peaked at $13.5K in Q4 2025.
  • 842 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.