Congress Wealth Management’s Fair Isaac FICO Stock Holding History

Congress Wealth Management’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
2025 Q2	$9.72M	Buy	5,316 +4,449	+513%	+$8.35M	0.09%	251
2025 Q1	$1.6M	Sell	867 -62	-7%	-$115K	0.02%	538
2024 Q4	$1.85M	Sell	929 -78	-8%	-$167K	0.03%	420
2024 Q3	$1.96M	Hold	1,007	–	–	0.03%	433
2024 Q2	$1.5M	Sell	1,007 -116	-10%	-$150K	0.02%	385
2024 Q1	$1.4M	Sell	1,123 -73	-6%	-$91.3K	0.02%	347
2023 Q4	$1.39M	Sell	1,196 -228	-16%	-$229K	0.03%	353
2023 Q3	$1.24M	Buy	1,424 +15	+1%	+$12.9K	0.03%	352
2023 Q2	$1.14M	Sell	1,409 -25	-2%	-$18.7K	0.03%	327
2023 Q1	$1.01M	Sell	1,434 -238	-14%	-$158K	0.02%	339
2022 Q4	$1M	Sell	1,672 -68	-4%	-$35.8K	0.03%	335
2022 Q3	$717K	Sell	1,740 -54	-3%	-$24.5K	0.02%	364
2022 Q2	$719K	Sell	1,794 -172	-9%	-$67.8K	0.02%	369
2022 Q1	$916K	Sell	1,966 -58	-3%	-$27.4K	0.02%	365
2021 Q4	$878K	Buy	+2,024	New	+$804K	0.02%	388

Other funds holding FICO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return