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HB Wealth Management’s Fair Isaac FICO Stock Holding History

HB 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
2026
Q2 		$628K Sell
526
-15
-3% -$16.8K ﹤0.01% 989
2026
Q1 		$578K Sell
541
-27
-5% -$37K ﹤0.01% 910
2025
Q4 		$960K Buy
568
+87
+18% +$150K 0.01% 641
2025
Q3 		$720K Buy
481
+58
+14% +$87.2K ﹤0.01% 709
2025
Q2 		$773K Sell
423
-59
-12% -$111K 0.01% 608
2025
Q1 		$890K Buy
482
+107
+29% +$198K 0.01% 572
2024
Q4 		$747K Buy
375
+8
+2% +$17.1K 0.01% 489
2024
Q3 		$713K Buy
367
+50
+16% +$85.5K 0.01% 477
2024
Q2 		$472K Buy
317
+53
+20% +$68.5K 0.01% 561
2024
Q1 		$330K Buy
264
+83
+46% +$104K ﹤0.01% 630
2023
Q4 		$211K Buy
+181
New +$182K ﹤0.01% 726

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

HB Wealth Management's FICO Position: Q2 2026 in Review

HB Wealth Management reduced its Fair Isaac (FICO) stake by 2.8% in Q2 2026, selling an estimated $16.8K and leaving 526 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

HB Wealth Management first reported a position in FICO in Q4 2023 and has held it in 11 quarters since. The position peaked at $960K in Q4 2025. 842 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • HB Wealth Management held 526 shares of Fair Isaac worth $628K as of Q2 2026.
  • HB Wealth Management sold 15 Fair Isaac shares in Q2 2026, an estimated $16.8K.
  • Fair Isaac made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #989 holding.
  • HB Wealth Management first reported a position in Fair Isaac in Q4 2023 and has held it in 11 quarters since.
  • HB Wealth Management's Fair Isaac position peaked at $960K in Q4 2025.
  • 842 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.