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 Q3	$267K	Sell	450 -1	-0.2%	-$1.1K	0.01%	475
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%	-$7.76K	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

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Cyndeo Wealth Partners's FICO Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Fair Isaac (FICO) stake by 0.22% in Q3 2026, selling an estimated $1.1K and leaving 450 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #475.

Cyndeo Wealth Partners first reported a position in FICO in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.03M in Q4 2024. 101 funds tracked by Wall St. Rank hold FICO as of Q3 2026.

Cyndeo Wealth Partners held 450 shares of Fair Isaac worth $267K as of Q3 2026.
Cyndeo Wealth Partners sold 1 Fair Isaac share in Q3 2026, an estimated $1.1K.
Fair Isaac made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #475 holding.
Cyndeo Wealth Partners first reported a position in Fair Isaac in Q4 2022 and has held it in 16 quarters since.
Cyndeo Wealth Partners's Fair Isaac position peaked at $1.03M in Q4 2024.
101 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.