Capital Advisory Group Advisory Services’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-481
Closed -$813K 59
2025
Q4
$813K Sell
481
-2
-0.4% -$3.44K 0.24% 85
2025
Q3
$723K Sell
483
-7
-1% -$10.5K 0.23% 93
2025
Q2
$896K Sell
490
-2
-0.4% -$3.75K 0.32% 74
2025
Q1
$907K Sell
492
-3
-0.6% -$5.56K 0.35% 75
2024
Q4
$986K Buy
495
+2
+0.4% +$4.27K 0.35% 74
2024
Q3
$958K Hold
493
0.38% 67
2024
Q2
$734K Hold
493
0.31% 73
2024
Q1
$616K Buy
493
+5
+1% +$6.25K 0.29% 77
2023
Q4
$568K Sell
488
-9
-2% -$9.06K 0.3% 74
2023
Q3
$432K Buy
+497
New +$427K 0.25% 90
2023
Q2
Sell
-546
Closed -$384K 103
2023
Q1
$384K Buy
546
+4
+0.7% +$2.66K 0.23% 97
2022
Q4
$324K Hold
542
0.22% 100
2022
Q3
$223K Buy
+542
New +$246K 0.15% 122
2022
Q2
Sell
-446
Closed -$208K 303
2022
Q1
$208K Buy
+446
New +$211K 0.1% 153
2021
Q4
Sell
-489
Closed -$195K 275
2021
Q3
$195K Buy
489
+15
+3% +$7.13K 0.07% 196
2021
Q2
$238K Sell
474
-10
-2% -$5.06K 0.09% 182
2021
Q1
$235K Buy
484
+50
+12% +$23.8K 0.09% 169
2020
Q4
$222K Buy
434
+47
+12% +$21.9K 0.09% 169
2020
Q3
$165K Buy
387
+1
+0.3% +$425 0.09% 152
2020
Q2
$161K Buy
+386
New +$141K 0.09% 153
2020
Q1
Sell
-1,061
Closed -$397K 442
2019
Q4
$397K Buy
1,061
+635
+149% +$214K 0.21% 62
2019
Q3
$128K Buy
426
+30
+8% +$10.2K 0.09% 97
2019
Q2
$125K Buy
396
+56
+16% +$16.2K 0.08% 103
2019
Q1
$94K Buy
340
+51
+18% +$12K 0.07% 109
2018
Q4
$53K Buy
+289
New +$56.4K 0.04% 131

Other funds holding FICO

Capital Advisory Group Advisory Services's FICO Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 481 shares — an estimated $813K sold.

Capital Advisory Group Advisory Services first reported a position in FICO in Q4 2018 and held it in 25 quarters. The position peaked at $986K in Q4 2024. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Capital Advisory Group Advisory Services reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 481 Fair Isaac shares in Q1 2026, an estimated $813K.
  • Capital Advisory Group Advisory Services first reported a position in Fair Isaac in Q4 2018 and held it in 25 quarters.
  • Capital Advisory Group Advisory Services's Fair Isaac position peaked at $986K in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.