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 Q3	$22.5K	Hold	38	–	–	﹤0.01%	684
2026 Q2	$45.4K	Hold	38	–	–	0.01%	554
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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Key Financial Inc's FICO Position: Q3 2026 in Review

Key Financial Inc held its Fair Isaac (FICO) position steady in Q3 2026 at 38 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Key Financial Inc first reported a position in FICO in Q2 2021 and has held it in 22 quarters since. The position peaked at $75.7K in Q4 2024. 241 funds tracked by Wall St. Rank hold FICO as of Q3 2026.

Key Financial Inc held 38 shares of Fair Isaac worth $22.5K as of Q3 2026.
Key Financial Inc left its Fair Isaac share count unchanged in Q3 2026.
Fair Isaac made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #684 holding.
Key Financial Inc first reported a position in Fair Isaac in Q2 2021 and has held it in 22 quarters since.
Key Financial Inc's Fair Isaac position peaked at $75.7K in Q4 2024.
241 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.