Capstone Financial Advisors’s Fair Isaac FICO Stock Holding History

Capstone 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 Q1	–	Sell	-174	Closed	-$294K	–	195
2025 Q4	$294K	Hold	174	–	–	0.02%	139
2025 Q3	$260K	Sell	174 -7	-4%	-$10.5K	0.01%	148
2025 Q2	$331K	Sell	181 -6	-3%	-$11.3K	0.02%	118
2025 Q1	$345K	Hold	187	–	–	0.02%	110
2024 Q4	$372K	Sell	187 -1	-0.5%	-$2.14K	0.02%	106
2024 Q3	$365K	Buy	188 +2	+1%	+$3.42K	0.02%	101
2024 Q2	$277K	Sell	186 -4	-2%	-$5.17K	0.02%	124
2024 Q1	$237K	Hold	190	–	–	0.02%	125
2023 Q4	$221K	Buy	+190	New	+$191K	0.02%	128

Other funds holding FICO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VFCM

Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Financial Advisors's FICO Position: Q1 2026 in Review

Capstone Financial Advisors sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 174 shares — an estimated $294K sold.

Capstone Financial Advisors first reported a position in FICO in Q4 2023 and held it in 9 quarters. The position peaked at $372K in Q4 2024. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

Capstone Financial Advisors reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
Capstone Financial Advisors sold 174 Fair Isaac shares in Q1 2026, an estimated $294K.
Capstone Financial Advisors first reported a position in Fair Isaac in Q4 2023 and held it in 9 quarters.
Capstone Financial Advisors's Fair Isaac position peaked at $372K in Q4 2024.
850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.