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Marshall Financial Group (Maryland)’s Fair Isaac FICO Stock Holding History

Marshall Financial Group (Maryland)’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
-132
Closed -$223K – 300
2025
Q4 		$223K Buy
+132
New +$227K 0.04% 268
2025
Q3 		– Sell
-135
Closed -$252K – 260
2025
Q2 		$252K Sell
135
-29
-18% -$54.5K 0.05% 226
2025
Q1 		$302K Sell
164
-29
-15% -$53.7K 0.07% 192
2024
Q4 		$384K Buy
193
+25
+15% +$53.4K 0.09% 160
2024
Q3 		$327K Sell
168
-1
-0.6% -$1.71K 0.08% 175
2024
Q2 		$252K Sell
169
-21
-11% -$27.1K 0.07% 153
2024
Q1 		$237K Sell
190
-5
-3% -$6.25K 0.07% 161
2023
Q4 		$227K Buy
+195
New +$196K 0.07% 162
2022
Q2 		– Sell
-2,593
Closed -$1.21M – 197
2022
Q1 		$1.21M Sell
2,593
-32
-1% -$15.1K 0.5% 70
2021
Q4 		$1.14M Buy
2,625
+487
+23% +$193K 0.42% 80
2021
Q3 		$851K Buy
2,138
+135
+7% +$64.2K 0.44% 72
2021
Q2 		$1.01M Sell
2,003
-506
-20% -$256K 0.54% 59
2021
Q1 		$1.22M Buy
2,509
+69
+3% +$32.8K 0.73% 47
2020
Q4 		$1.25M Buy
+2,440
New +$1.13M 0.81% 38

Other funds holding FICO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Financial Group (Maryland)'s FICO Position: Q1 2026 in Review

Marshall Financial Group (Maryland) sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 132 shares — an estimated $223K sold.

Marshall Financial Group (Maryland) first reported a position in FICO in Q4 2020 and held it in 14 quarters. The position peaked at $1.25M in Q4 2020. 854 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Marshall Financial Group (Maryland) reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 132 Fair Isaac shares in Q1 2026, an estimated $223K.
  • Marshall Financial Group (Maryland) first reported a position in Fair Isaac in Q4 2020 and held it in 14 quarters.
  • Marshall Financial Group (Maryland)'s Fair Isaac position peaked at $1.25M in Q4 2020.
  • 854 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.