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Kestra Private Wealth Services’s Fair Isaac FICO Stock Holding History

Kestra Private Wealth Services’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
Q1 		– Sell
-200
Closed -$338K – 1808
2025
Q4 		$338K Sell
200
-127
-39% -$219K ﹤0.01% 1366
2025
Q3 		$489K Sell
327
-147
-31% -$221K 0.01% 1109
2025
Q2 		$866K Buy
474
+294
+163% +$552K 0.01% 795
2025
Q1 		$332K Sell
180
-119
-40% -$220K 0.01% 1149
2024
Q4 		$595K Buy
299
+83
+38% +$177K 0.01% 856
2024
Q3 		$420K Buy
216
+20
+10% +$34.2K 0.01% 950
2024
Q2 		$292K Buy
196
+25
+15% +$32.3K 0.01% 1057
2024
Q1 		$214K Buy
+171
New +$214K ﹤0.01% 1158
2022
Q1 		– Sell
-476
Closed -$206K – 1018
2021
Q4 		$206K Buy
+476
New +$189K 0.01% 896

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Private Wealth Services's FICO Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 200 shares — an estimated $338K sold.

Kestra Private Wealth Services first reported a position in FICO in Q4 2021 and held it in 9 quarters. The position peaked at $866K in Q2 2025. 856 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 200 Fair Isaac shares in Q1 2026, an estimated $338K.
  • Kestra Private Wealth Services first reported a position in Fair Isaac in Q4 2021 and held it in 9 quarters.
  • Kestra Private Wealth Services's Fair Isaac position peaked at $866K in Q2 2025.
  • 856 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.