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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
Q2 		$208K Buy
+174
New +$195K 0.01% 178
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
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 $3.37T AUM 44.26% 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

Capstone Financial Advisors's FICO Position: Q2 2026 in Review

Capstone Financial Advisors opened a new position in Fair Isaac (FICO) in Q2 2026: 174 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #178 among its holdings. This is a return to the name: Capstone Financial Advisors previously reported a position in FICO as recently as Q4 2025.

Capstone Financial Advisors first reported a position in FICO in Q4 2023 and has held it in 10 quarters since. The position peaked at $372K in Q4 2024. 846 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Capstone Financial Advisors held 174 shares of Fair Isaac worth $208K as of Q2 2026.
  • Fair Isaac was a new Capstone Financial Advisors position in Q2 2026.
  • Fair Isaac made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #178 holding.
  • Capstone Financial Advisors first reported a position in Fair Isaac in Q4 2023 and has held it in 10 quarters since.
  • Capstone Financial Advisors's Fair Isaac position peaked at $372K in Q4 2024.
  • 846 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.