EFG
FICO icon

Everest Financial Group’s Fair Isaac FICO Stock Holding History

Everest Financial 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 		$1.06M Sell
888
-396
-31% -$444K 0.14% 92
2026
Q1 		$1.37M Buy
+1,284
New +$1.76M 0.23% 72

Other funds holding FICO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Everest Financial Group's FICO Position: Q2 2026 in Review

Everest Financial Group reduced its Fair Isaac (FICO) stake by 31% in Q2 2026, selling an estimated $444K and leaving 888 shares worth $1.06M. The position accounts for 0.14% of the portfolio, ranked #92.

Everest Financial Group first reported a position in FICO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.37M in Q1 2026. 837 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Everest Financial Group held 888 shares of Fair Isaac worth $1.06M as of Q2 2026.
  • Everest Financial Group sold 396 Fair Isaac shares in Q2 2026, an estimated $444K.
  • Fair Isaac made up 0.14% of Everest Financial Group's portfolio in Q2 2026, its #92 holding.
  • Everest Financial Group first reported a position in Fair Isaac in Q1 2026 and has held it in 2 quarters since.
  • Everest Financial Group's Fair Isaac position peaked at $1.37M in Q1 2026.
  • 837 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.