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Independent Financial Group’s Fair Isaac FICO Stock Holding History

Independent Financial Group’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
Q4 		– Sell
-273
Closed -$409K – 1434
2025
Q3 		$409K Sell
273
-87
-24% -$131K 0.01% 938
2025
Q2 		$658K Sell
360
-1
-0.3% -$1.88K 0.02% 675
2025
Q1 		$666K Sell
361
-298
-45% -$552K 0.02% 605
2024
Q4 		$1.31M Buy
659
+29
+5% +$61.9K 0.04% 403
2024
Q3 		$1.22M Buy
630
+235
+59% +$402K 0.05% 389
2024
Q2 		$588K Sell
395
-152
-28% -$196K 0.02% 553
2024
Q1 		$684K Buy
547
+287
+110% +$359K 0.03% 486
2023
Q4 		$303K Hold
260
– – 0.02% 721
2023
Q3 		$226K Buy
+260
New +$223K 0.01% 784

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Independent Financial Group's FICO Position: Q4 2025 in Review

Independent Financial Group sold out of Fair Isaac (FICO) in Q4 2025, closing a stake of 273 shares — an estimated $409K sold.

Independent Financial Group first reported a position in FICO in Q3 2023 and held it in 9 quarters. The position peaked at $1.31M in Q4 2024. 987 funds tracked by Wall St. Rank hold FICO as of Q4 2025.

  • Independent Financial Group reported no remaining Fair Isaac position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 273 Fair Isaac shares in Q4 2025, an estimated $409K.
  • Independent Financial Group first reported a position in Fair Isaac in Q3 2023 and held it in 9 quarters.
  • Independent Financial Group's Fair Isaac position peaked at $1.31M in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.