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Ebert Capital Management’s Fair Isaac FICO Stock Holding History

Ebert Capital 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
2026
Q3 		$1.84M Sell
3,100
-167
-5% -$183K 1.6% 15
2026
Q2 		$3.9M Buy
3,267
+143
+5% +$160K 3.66% 8
2026
Q1 		$3.33M Buy
3,124
+169
+6% +$232K 3.41% 8
2025
Q4 		$4.32M Buy
+2,955
New +$5.09M 4.18% 7

Other funds holding FICO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ebert Capital Management's FICO Position: Q3 2026 in Review

Ebert Capital Management reduced its Fair Isaac (FICO) stake by 5.1% in Q3 2026, selling an estimated $183K and leaving 3,100 shares worth $1.84M. The position accounts for 1.6% of the portfolio, ranked #15.

Ebert Capital Management first reported a position in FICO in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.32M in Q4 2025. 19 funds tracked by Wall St. Rank hold FICO as of Q3 2026.

  • Ebert Capital Management held 3,100 shares of Fair Isaac worth $1.84M as of Q3 2026.
  • Ebert Capital Management sold 167 Fair Isaac shares in Q3 2026, an estimated $183K.
  • Fair Isaac made up 1.6% of Ebert Capital Management's portfolio in Q3 2026, its #15 holding.
  • Ebert Capital Management first reported a position in Fair Isaac in Q4 2025 and has held it in 4 quarters since.
  • Ebert Capital Management's Fair Isaac position peaked at $4.32M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2026.

Based on Ebert Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.