Cyndeo Wealth Partners’s Fair Isaac FICO Stock Holding History

Cyndeo Wealth Partners’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	$539K	Sell	451 -4	-0.9%	-$4.48K	0.03%	344
2026 Q1	$486K	Sell	455 -22	-5%	-$30.2K	0.03%	333
2025 Q4	$806K	Hold	477	–	–	0.04%	262
2025 Q3	$714K	Sell	477 -32	-6%	-$48.1K	0.04%	271
2025 Q2	$930K	Sell	509 -13	-2%	-$24.4K	0.06%	238
2025 Q1	$963K	Buy	522 +3	+0.6%	+$5.56K	0.06%	219
2024 Q4	$1.03M	Sell	519 -1	-0.2%	-$2.14K	0.07%	212
2024 Q3	$1.01M	Hold	520	–	–	0.07%	212
2024 Q2	$774K	Sell	520 -6	-1%	-$7.75K	0.06%	233
2024 Q1	$657K	Sell	526 -1	-0.2%	-$1.25K	0.05%	234
2023 Q4	$613K	Hold	527	–	–	0.06%	227
2023 Q3	$458K	Buy	527 +2	+0.4%	+$1.72K	0.05%	232
2023 Q2	$425K	Sell	525 -72	-12%	-$54K	0.04%	230
2023 Q1	$420K	Sell	597 -5	-0.8%	-$3.33K	0.05%	231
2022 Q4	$360K	Buy	+602	New	+$317K	0.04%	242

Other funds holding FICO

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Cyndeo Wealth Partners's FICO Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Fair Isaac (FICO) stake by 0.88% in Q2 2026, selling an estimated $4.48K and leaving 451 shares worth $539K. The position accounts for 0.03% of the portfolio, ranked #344.

Cyndeo Wealth Partners first reported a position in FICO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q4 2024. 141 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

Cyndeo Wealth Partners held 451 shares of Fair Isaac worth $539K as of Q2 2026.
Cyndeo Wealth Partners sold 4 Fair Isaac shares in Q2 2026, an estimated $4.48K.
Fair Isaac made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #344 holding.
Cyndeo Wealth Partners first reported a position in Fair Isaac in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's Fair Isaac position peaked at $1.03M in Q4 2024.
141 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.