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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Congress Wealth Management's FICO Position: Q2 2025 in Review

Congress Wealth Management increased its Fair Isaac (FICO) stake by 513% in Q2 2025, buying an estimated $8.35M and bringing the position to 5,316 shares worth $9.72M. The position accounts for 0.09% of the portfolio, ranked #251.

Congress Wealth Management first reported a position in FICO in Q4 2021 and has held it in 15 quarters since. 1,015 funds tracked by Wall St. Rank hold FICO as of Q2 2025.

  • Congress Wealth Management held 5,316 shares of Fair Isaac worth $9.72M as of Q2 2025.
  • Congress Wealth Management bought 4,449 Fair Isaac shares in Q2 2025, an estimated $8.35M.
  • Fair Isaac made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #251 holding.
  • Congress Wealth Management first reported a position in Fair Isaac in Q4 2021 and has held it in 15 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.