Key Financial Inc’s Fair Isaac FICO Stock Holding History

Key Financial Inc’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	$40.6K	Hold	38	–	–	0.01%	570
2025 Q4	$64.2K	Hold	38	–	–	0.01%	475
2025 Q3	$57.5K	Hold	38	–	–	0.01%	492
2025 Q2	$69.5K	Hold	38	–	–	0.01%	433
2025 Q1	$70.1K	Hold	38	–	–	0.02%	422
2024 Q4	$75.7K	Hold	38	–	–	0.02%	405
2024 Q3	$73.9K	Hold	38	–	–	0.02%	407
2024 Q2	$56.6K	Hold	38	–	–	0.01%	444
2024 Q1	$47.5K	Hold	38	–	–	0.01%	446
2023 Q4	$44.2K	Hold	38	–	–	0.01%	448
2023 Q3	$33K	Hold	38	–	–	0.01%	477
2023 Q2	$30.8K	Buy	38 +9	+31%	+$6.75K	0.01%	486
2023 Q1	$20.4K	Hold	29	–	–	0.01%	542
2022 Q4	$11.9K	Hold	29	–	–	0.01%	585
2022 Q3	$12K	Hold	29	–	–	0.01%	589
2022 Q2	$12K	Hold	29	–	–	0.01%	586
2022 Q1	$14K	Hold	29	–	–	0.01%	554
2021 Q4	$13K	Hold	29	–	–	0.01%	548
2021 Q3	$12K	Hold	29	–	–	0.01%	544
2021 Q2	$15K	Buy	+29	New	+$14.7K	0.01%	507

Other funds holding FICO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VFCM

Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Key Financial Inc's FICO Position: Q1 2026 in Review

Key Financial Inc held its Fair Isaac (FICO) position steady in Q1 2026 at 38 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #570.

Key Financial Inc first reported a position in FICO in Q2 2021 and has held it in 20 quarters since. The position peaked at $75.7K in Q4 2024. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

Key Financial Inc held 38 shares of Fair Isaac worth $40.6K as of Q1 2026.
Key Financial Inc left its Fair Isaac share count unchanged in Q1 2026.
Fair Isaac made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #570 holding.
Key Financial Inc first reported a position in Fair Isaac in Q2 2021 and has held it in 20 quarters since.
Key Financial Inc's Fair Isaac position peaked at $75.7K in Q4 2024.
850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.