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Capital & Planning LLC’s Fair Isaac FICO Stock Holding History

Capital & Planning LLC’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 		– Sell
-6
Closed -$6.41K – 80
2026
Q1 		$6.41K Buy
+6
New +$8.23K ﹤0.01% 112
2025
Q1 		– Sell
-6
Closed -$11.9K – 85
2024
Q4 		$11.9K Buy
+6
New +$12.8K 0.01% 87

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

Capital & Planning LLC's FICO Position: Q2 2026 in Review

Capital & Planning LLC sold out of Fair Isaac (FICO) in Q2 2026, closing a stake of 6 shares — an estimated $6.41K sold.

Capital & Planning LLC first reported a position in FICO in Q4 2024 and held it in 2 quarters. The position peaked at $11.9K in Q4 2024. 848 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Capital & Planning LLC reported no remaining Fair Isaac position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 6 Fair Isaac shares in Q2 2026, an estimated $6.41K.
  • Capital & Planning LLC first reported a position in Fair Isaac in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Fair Isaac position peaked at $11.9K in Q4 2024.
  • 848 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.