Level Four Advisory Services’s Fair Isaac FICO Stock Holding History

Level Four Advisory Services’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	–	Sell	-227	Closed	-$384K	–	883
2025 Q4	$384K	Buy	227 +89	+64%	+$153K	0.01%	626
2025 Q3	$207K	Sell	138 -5	-3%	-$7.52K	0.01%	768
2025 Q2	$261K	Sell	143 -122	-46%	-$229K	0.01%	679
2025 Q1	$489K	Buy	265 +32	+14%	+$59.3K	0.02%	507
2024 Q4	$464K	Buy	233 +90	+63%	+$192K	0.02%	513
2024 Q3	$285K	Buy	+143	New	+$245K	0.01%	643

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

Level Four Advisory Services's FICO Position: Q1 2026 in Review

Level Four Advisory Services sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 227 shares — an estimated $384K sold.

Level Four Advisory Services first reported a position in FICO in Q3 2024 and held it in 6 quarters. The position peaked at $489K in Q1 2025. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

Level Four Advisory Services reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
Level Four Advisory Services sold 227 Fair Isaac shares in Q1 2026, an estimated $384K.
Level Four Advisory Services first reported a position in Fair Isaac in Q3 2024 and held it in 6 quarters.
Level Four Advisory Services's Fair Isaac position peaked at $489K in Q1 2025.
850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.