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GoalVest Advisory’s Fair Isaac FICO Stock Holding History

GoalVest Advisory’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 		$5.92K Buy
+10
New +$10.9K ﹤0.01% 534
2023
Q4 		– Sell
-14
Closed -$12.2K – 415
2023
Q3 		$12.2K Hold
14
– – 0.01% 256
2023
Q2 		$11.3K Buy
+14
New +$10.5K 0.01% 244

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
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 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

GoalVest Advisory's FICO Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Fair Isaac (FICO) in Q3 2026: 10 shares worth $5.92K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in FICO as recently as Q3 2023.

GoalVest Advisory first reported a position in FICO in Q2 2023 and has held it in 3 quarters since. The position peaked at $12.2K in Q3 2023. 19 funds tracked by Wall St. Rank hold FICO as of Q3 2026.

  • GoalVest Advisory held 10 shares of Fair Isaac worth $5.92K as of Q3 2026.
  • Fair Isaac was a new GoalVest Advisory position in Q3 2026.
  • Fair Isaac made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #534 holding.
  • GoalVest Advisory first reported a position in Fair Isaac in Q2 2023 and has held it in 3 quarters since.
  • GoalVest Advisory's Fair Isaac position peaked at $12.2K in Q3 2023.
  • 19 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.