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JFS Wealth Advisors’s Fair Isaac FICO Stock Holding History

JFS Wealth Advisors’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 		$19.1K Sell
16
-1
-6% -$1.12K ﹤0.01% 782
2026
Q1 		$18.1K Sell
17
-1
-6% -$1.37K ﹤0.01% 762
2025
Q4 		$30.4K Buy
18
+3
+20% +$5.16K ﹤0.01% 638
2025
Q3 		$22.4K Hold
15
– – ﹤0.01% 673
2025
Q2 		$27.4K Hold
15
– – ﹤0.01% 588
2025
Q1 		$27.7K Hold
15
– – ﹤0.01% 595
2024
Q4 		$29.9K Sell
15
-1
-6% -$2.14K ﹤0.01% 548
2024
Q3 		$31.1K Buy
16
+1
+7% +$1.71K ﹤0.01% 544
2024
Q2 		$22.3K Hold
15
– – ﹤0.01% 578
2024
Q1 		$18.7K Hold
15
– – ﹤0.01% 641
2023
Q4 		$17.5K Hold
15
– – ﹤0.01% 617
2023
Q3 		$13K Sell
15
-1
-6% -$858 ﹤0.01% 641
2023
Q2 		$12.9K Hold
16
– – ﹤0.01% 653
2023
Q1 		$11.2K Buy
16
+1
+7% +$665 ﹤0.01% 679
2022
Q4 		$8.98K Sell
15
-59
-80% -$31K ﹤0.01% 753
2022
Q3 		$30K Sell
74
-3
-4% -$1.36K ﹤0.01% 479
2022
Q2 		$31K Buy
77
+6
+8% +$2.37K ﹤0.01% 494
2022
Q1 		$33K Buy
71
+7
+11% +$3.31K ﹤0.01% 502
2021
Q4 		$28K Buy
+64
New +$25.4K ﹤0.01% 510

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

JFS Wealth Advisors's FICO Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Fair Isaac (FICO) stake by 5.9% in Q2 2026, selling an estimated $1.12K and leaving 16 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

JFS Wealth Advisors first reported a position in FICO in Q4 2021 and has held it in 19 quarters since. The position peaked at $33K in Q1 2022. 840 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • JFS Wealth Advisors held 16 shares of Fair Isaac worth $19.1K as of Q2 2026.
  • JFS Wealth Advisors sold 1 Fair Isaac share in Q2 2026, an estimated $1.12K.
  • Fair Isaac made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #782 holding.
  • JFS Wealth Advisors first reported a position in Fair Isaac in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Fair Isaac position peaked at $33K in Q1 2022.
  • 840 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.