KWM
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Koa Wealth Management’s Fair Isaac FICO Stock Holding History

Koa 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 		$3.96M Buy
3,313
+1,318
+66% +$1.48M 2.69% 10
2026
Q1 		$2.13M Sell
1,995
-50
-2% -$68.6K 1.54% 17
2025
Q4 		$3.46M Buy
2,045
+43
+2% +$74K 2.37% 12
2025
Q3 		$3M Buy
2,002
+225
+13% +$338K 2.22% 12
2025
Q2 		$3.25M Buy
1,777
+752
+73% +$1.41M 2.58% 12
2025
Q1 		$1.89M Buy
+1,025
New +$1.9M 1.53% 22

Other funds holding FICO

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DSAM
Dock Street Asset Management Palm Beach, Florida $1.08B AUM 23.07% 1-Year Est. Return

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

Koa Wealth Management increased its Fair Isaac (FICO) stake by 66% in Q2 2026, buying an estimated $1.48M and bringing the position to 3,313 shares worth $3.96M. The position accounts for 2.69% of the portfolio, ranked #10.

Koa Wealth Management first reported a position in FICO in Q1 2025 and has held it in 6 quarters since. 284 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Koa Wealth Management held 3,313 shares of Fair Isaac worth $3.96M as of Q2 2026.
  • Koa Wealth Management bought 1,318 Fair Isaac shares in Q2 2026, an estimated $1.48M.
  • Fair Isaac made up 2.69% of Koa Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Koa Wealth Management first reported a position in Fair Isaac in Q1 2025 and has held it in 6 quarters since.
  • 284 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.