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Gibbs Wealth Management’s Fair Isaac FICO Stock Holding History

Gibbs Wealth 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
2025
Q3 		– Sell
-136
Closed -$249K – 342
2025
Q2 		$249K Buy
136
+3
+2% +$5.63K 0.05% 318
2025
Q1 		$245K Sell
133
-10
-7% -$18.5K 0.06% 279
2024
Q4 		$285K Sell
143
-27
-16% -$57.7K 0.08% 238
2024
Q3 		$330K Buy
170
+33
+24% +$56.5K 0.11% 201
2024
Q2 		$204K Buy
+137
New +$177K 0.08% 224

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Gibbs Wealth Management's FICO Position: Q3 2025 in Review

Gibbs Wealth Management sold out of Fair Isaac (FICO) in Q3 2025, closing a stake of 136 shares — an estimated $249K sold.

Gibbs Wealth Management first reported a position in FICO in Q2 2024 and held it in 5 quarters. The position peaked at $330K in Q3 2024. 937 funds tracked by Wall St. Rank hold FICO as of Q3 2025.

  • Gibbs Wealth Management reported no remaining Fair Isaac position as of Q3 2025 after selling out during the quarter.
  • Gibbs Wealth Management sold 136 Fair Isaac shares in Q3 2025, an estimated $249K.
  • Gibbs Wealth Management first reported a position in Fair Isaac in Q2 2024 and held it in 5 quarters.
  • Gibbs Wealth Management's Fair Isaac position peaked at $330K in Q3 2024.
  • 937 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2025.

Based on Gibbs Wealth Management's 13F filing for Q3 2025, filed 30 Oct 2025.