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CBIZ Investment Advisory Services’s Fair Isaac FICO Stock Holding History

CBIZ Investment Advisory Services’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
-1
Closed -$1.69K – 540
2025
Q4 		$1.69K Buy
+1
New +$1.72K ﹤0.01% 667
2025
Q3 		– Sell
-2
Closed -$3.66K – 712
2025
Q2 		$3.66K Buy
+2
New +$3.75K ﹤0.01% 479

Other funds holding FICO

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CBIZ Investment Advisory Services's FICO Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 1 share — an estimated $1.69K sold.

CBIZ Investment Advisory Services first reported a position in FICO in Q2 2025 and held it in 2 quarters. The position peaked at $3.66K in Q2 2025. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 1 Fair Isaac share in Q1 2026, an estimated $1.69K.
  • CBIZ Investment Advisory Services first reported a position in Fair Isaac in Q2 2025 and held it in 2 quarters.
  • CBIZ Investment Advisory Services's Fair Isaac position peaked at $3.66K in Q2 2025.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.