JWM
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JPL Wealth Management’s Fair Isaac FICO Stock Holding History

JPL 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 		$31.1K Buy
26
+1
+4% +$1.12K 0.01% 350
2026
Q1 		$26.7K Buy
+25
New +$34.3K 0.01% 345
2025
Q4 		– Sell
-31
Closed -$46.4K – 470
2025
Q3 		$46.4K Buy
+31
New +$46.6K 0.01% 259

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

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

JPL Wealth Management increased its Fair Isaac (FICO) stake by 4% in Q2 2026, buying an estimated $1.12K and bringing the position to 26 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #350.

JPL Wealth Management first reported a position in FICO in Q3 2025 and has held it in 3 quarters since. The position peaked at $46.4K in Q3 2025. 846 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • JPL Wealth Management held 26 shares of Fair Isaac worth $31.1K as of Q2 2026.
  • JPL Wealth Management bought 1 Fair Isaac share in Q2 2026, an estimated $1.12K.
  • Fair Isaac made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #350 holding.
  • JPL Wealth Management first reported a position in Fair Isaac in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Fair Isaac position peaked at $46.4K in Q3 2025.
  • 846 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.