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 Q3	$1.99M	Buy	3,360 +47	+1%	+$51.5K	1.29%	22
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

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

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

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Koa Wealth Management's FICO Position: Q3 2026 in Review

Koa Wealth Management increased its Fair Isaac (FICO) stake by 1.4% in Q3 2026, buying an estimated $51.5K and bringing the position to 3,360 shares worth $1.99M. The position accounts for 1.29% of the portfolio, ranked #22.

Koa Wealth Management first reported a position in FICO in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.96M in Q2 2026. 203 funds tracked by Wall St. Rank hold FICO as of Q3 2026.

Koa Wealth Management held 3,360 shares of Fair Isaac worth $1.99M as of Q3 2026.
Koa Wealth Management bought 47 Fair Isaac shares in Q3 2026, an estimated $51.5K.
Fair Isaac made up 1.29% of Koa Wealth Management's portfolio in Q3 2026, its #22 holding.
Koa Wealth Management first reported a position in Fair Isaac in Q1 2025 and has held it in 7 quarters since.
Koa Wealth Management's Fair Isaac position peaked at $3.96M in Q2 2026.
203 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.