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Independent Advisor Alliance’s Fair Isaac FICO Stock Holding History

Independent Advisor Alliance’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 		$228K Buy
+191
New +$214K 0.01% 923
2026
Q1 		– Sell
-262
Closed -$443K – 1621
2025
Q4 		$443K Hold
262
– – 0.01% 684
2025
Q3 		$392K Sell
262
-8
-3% -$12K 0.01% 690
2025
Q2 		$494K Sell
270
-11
-4% -$20.7K 0.01% 592
2025
Q1 		$518K Sell
281
-2
-0.7% -$3.7K 0.02% 513
2024
Q4 		$563K Buy
+283
New +$604K 0.01% 924

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

Independent Advisor Alliance's FICO Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Fair Isaac (FICO) in Q2 2026: 191 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #923 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in FICO as recently as Q4 2025.

Independent Advisor Alliance first reported a position in FICO in Q4 2024 and has held it in 6 quarters since. The position peaked at $563K in Q4 2024. 840 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Independent Advisor Alliance held 191 shares of Fair Isaac worth $228K as of Q2 2026.
  • Fair Isaac was a new Independent Advisor Alliance position in Q2 2026.
  • Fair Isaac made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #923 holding.
  • Independent Advisor Alliance first reported a position in Fair Isaac in Q4 2024 and has held it in 6 quarters since.
  • Independent Advisor Alliance's Fair Isaac position peaked at $563K in Q4 2024.
  • 840 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.