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Legacy Wealth Asset Management’s Fair Isaac FICO Stock Holding History

Legacy Wealth Asset 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 		$421K Buy
710
+225
+46% +$246K 0.09% 281
2026
Q2 		$579K Sell
485
-144
-23% -$161K 0.13% 238
2026
Q1 		$671K Buy
629
+13
+2% +$17.8K 0.16% 210
2025
Q4 		$1.04M Buy
616
+74
+14% +$127K 0.26% 113
2025
Q3 		$811K Buy
542
+339
+167% +$510K 0.2% 147
2025
Q2 		$371K Buy
+203
New +$381K 0.09% 290

Other funds holding FICO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Wealth Asset Management's FICO Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Fair Isaac (FICO) stake by 46% in Q3 2026, buying an estimated $246K and bringing the position to 710 shares worth $421K. The position accounts for 0.09% of the portfolio, ranked #281.

Legacy Wealth Asset Management first reported a position in FICO in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.04M in Q4 2025. 19 funds tracked by Wall St. Rank hold FICO as of Q3 2026.

  • Legacy Wealth Asset Management held 710 shares of Fair Isaac worth $421K as of Q3 2026.
  • Legacy Wealth Asset Management bought 225 Fair Isaac shares in Q3 2026, an estimated $246K.
  • Fair Isaac made up 0.09% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #281 holding.
  • Legacy Wealth Asset Management first reported a position in Fair Isaac in Q2 2025 and has held it in 6 quarters since.
  • Legacy Wealth Asset Management's Fair Isaac position peaked at $1.04M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.