CFO
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Callan Family Office’s Fair Isaac FICO Stock Holding History

Callan Family Office’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 		$842K Buy
705
+330
+88% +$370K 0.02% 647
2026
Q1 		$400K Sell
375
-396
-51% -$543K 0.01% 841
2025
Q4 		$1.3M Buy
771
+536
+228% +$923K 0.03% 463
2025
Q3 		$352K Sell
235
-348
-60% -$523K 0.01% 649
2025
Q2 		$1.07M Buy
+583
New +$1.09M 0.03% 383

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 $3.38T AUM 44.17% 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

Callan Family Office's FICO Position: Q2 2026 in Review

Callan Family Office increased its Fair Isaac (FICO) stake by 88% in Q2 2026, buying an estimated $370K and bringing the position to 705 shares worth $842K. The position accounts for 0.02% of the portfolio, ranked #647.

Callan Family Office first reported a position in FICO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.3M in Q4 2025. 848 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Callan Family Office held 705 shares of Fair Isaac worth $842K as of Q2 2026.
  • Callan Family Office bought 330 Fair Isaac shares in Q2 2026, an estimated $370K.
  • Fair Isaac made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #647 holding.
  • Callan Family Office first reported a position in Fair Isaac in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's Fair Isaac position peaked at $1.3M in Q4 2025.
  • 848 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.