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MBL Wealth’s Fair Isaac FICO Stock Holding History

MBL Wealth’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
-158
Closed -$267K – 339
2025
Q4 		$267K Buy
+158
New +$272K 0.02% 251

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

MBL Wealth's FICO Position: Q1 2026 in Review

MBL Wealth sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 158 shares — an estimated $267K sold.

MBL Wealth first reported a position in FICO in Q4 2025 and held it in 1 quarter. The position peaked at $267K in Q4 2025. 854 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • MBL Wealth reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • MBL Wealth sold 158 Fair Isaac shares in Q1 2026, an estimated $267K.
  • MBL Wealth first reported a position in Fair Isaac in Q4 2025 and held it in 1 quarter.
  • MBL Wealth's Fair Isaac position peaked at $267K in Q4 2025.
  • 854 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on MBL Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.