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Cornerstone Planning Group’s Fair Isaac FICO Stock Holding History

Cornerstone Planning Group’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 		$9.77K Sell
8
-1
-11% -$1.12K ﹤0.01% 898
2026
Q1 		$9.6K Sell
9
-10
-53% -$13.7K ﹤0.01% 904
2025
Q4 		$29K Hold
19
– – ﹤0.01% 486
2025
Q3 		$30.1K Buy
19
+14
+280% +$21.1K ﹤0.01% 468
2025
Q2 		$6.72K Hold
5
– – ﹤0.01% 652
2025
Q1 		$9.63K Buy
5
+3
+150% +$5.56K ﹤0.01% 576
2024
Q4 		$3.69K Hold
2
– – ﹤0.01% 647
2024
Q3 		$4.04K Hold
2
– – ﹤0.01% 613
2024
Q2 		$3.16K Sell
2
-3
-60% -$3.88K ﹤0.01% 669
2024
Q1 		$5.97K Buy
5
+2
+67% +$2.5K ﹤0.01% 494
2023
Q4 		$3.49K Hold
3
– – ﹤0.01% 572
2023
Q3 		$2.61K Hold
3
– – ﹤0.01% 611
2023
Q2 		$2.43K Buy
+3
New +$2.25K ﹤0.01% 1102
2022
Q4 		$1.87K Buy
+3
New +$1.58K ﹤0.01% 1212

Other funds holding FICO

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AA
AF Advisors Sacramento, California $204M AUM 22.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Cornerstone Planning Group's FICO Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Fair Isaac (FICO) stake by 11% in Q2 2026, selling an estimated $1.12K and leaving 8 shares worth $9.77K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Cornerstone Planning Group first reported a position in FICO in Q4 2022 and has held it in 14 quarters since. The position peaked at $30.1K in Q3 2025. 456 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Cornerstone Planning Group held 8 shares of Fair Isaac worth $9.77K as of Q2 2026.
  • Cornerstone Planning Group sold 1 Fair Isaac share in Q2 2026, an estimated $1.12K.
  • Fair Isaac made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #898 holding.
  • Cornerstone Planning Group first reported a position in Fair Isaac in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Fair Isaac position peaked at $30.1K in Q3 2025.
  • 456 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.