Buttonwood Financial Advisors
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Buttonwood Financial Advisors’s Fair Isaac FICO Stock Holding History

Buttonwood 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
Q3 		$1.26M Sell
2,133
-10
-0.5% -$10.9K 0.38% 48
2026
Q2 		$2.56M Buy
2,143
+212
+11% +$237K 0.78% 35
2026
Q1 		$2.06M Buy
+1,931
New +$2.65M 0.69% 39

Other funds holding FICO

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

Buttonwood Financial Advisors's FICO Position: Q3 2026 in Review

Buttonwood Financial Advisors reduced its Fair Isaac (FICO) stake by 0.47% in Q3 2026, selling an estimated $10.9K and leaving 2,133 shares worth $1.26M. The position accounts for 0.38% of the portfolio, ranked #48.

Buttonwood Financial Advisors first reported a position in FICO in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.56M in Q2 2026. 296 funds tracked by Wall St. Rank hold FICO as of Q3 2026.

  • Buttonwood Financial Advisors held 2,133 shares of Fair Isaac worth $1.26M as of Q3 2026.
  • Buttonwood Financial Advisors sold 10 Fair Isaac shares in Q3 2026, an estimated $10.9K.
  • Fair Isaac made up 0.38% of Buttonwood Financial Advisors's portfolio in Q3 2026, its #48 holding.
  • Buttonwood Financial Advisors first reported a position in Fair Isaac in Q1 2026 and has held it in 3 quarters since.
  • Buttonwood Financial Advisors's Fair Isaac position peaked at $2.56M in Q2 2026.
  • 296 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.