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LGT Financial Advisors’s Fair Isaac FICO Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-40
Closed -$79.6K – 462
2024
Q4 		$79.6K Hold
40
– – 0.18% 111
2024
Q3 		$77.7K Sell
40
-5
-11% -$8.55K 0.19% 86
2024
Q2 		$67K Hold
45
– – 0.14% 125
2024
Q1 		$56.2K Hold
45
– – 0.07% 219
2023
Q4 		$52.4K Sell
45
-2
-4% -$2.01K 0.06% 206
2023
Q3 		$40.8K Buy
+47
New +$40.3K 0.05% 232

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LGT Financial Advisors's FICO Position: Q1 2025 in Review

LGT Financial Advisors sold out of Fair Isaac (FICO) in Q1 2025, closing a stake of 40 shares — an estimated $79.6K sold.

LGT Financial Advisors first reported a position in FICO in Q3 2023 and held it in 6 quarters. The position peaked at $79.6K in Q4 2024. 966 funds tracked by Wall St. Rank hold FICO as of Q1 2025.

  • LGT Financial Advisors reported no remaining Fair Isaac position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 40 Fair Isaac shares in Q1 2025, an estimated $79.6K.
  • LGT Financial Advisors first reported a position in Fair Isaac in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Fair Isaac position peaked at $79.6K in Q4 2024.
  • 966 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.