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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Fair Isaac FICO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-27
Closed -$28.8K – 557
2026
Q1 		$28.8K Hold
27
– – 0.01% 348
2025
Q4 		$45.6K Hold
27
– – 0.01% 311
2025
Q3 		$40.4K Buy
27
+3
+13% +$4.51K 0.01% 293
2025
Q2 		$43.9K Hold
24
– – 0.01% 273
2025
Q1 		$44.3K Buy
+24
New +$44.4K 0.02% 273

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FICO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Fair Isaac (FICO) in Q2 2026, closing a stake of 27 shares — an estimated $28.8K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FICO in Q1 2025 and held it in 5 quarters. The position peaked at $45.6K in Q4 2025. 426 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Fair Isaac position as of Q2 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 27 Fair Isaac shares in Q2 2026, an estimated $28.8K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Fair Isaac in Q1 2025 and held it in 5 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Fair Isaac position peaked at $45.6K in Q4 2025.
  • 426 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.