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Monument Capital Management’s Fair Isaac FICO Stock Holding History

Monument Capital 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 		– Sell
-225
Closed -$269K – 268
2026
Q2 		$269K Sell
225
-28
-11% -$31.4K 0.05% 220
2026
Q1 		$270K Sell
253
-67
-21% -$91.9K 0.07% 187
2025
Q4 		$541K Sell
320
-32
-9% -$55.1K 0.13% 130
2025
Q3 		$527K Sell
352
-42
-11% -$63.2K 0.13% 128
2025
Q2 		$720K Sell
394
-6
-2% -$11.3K 0.19% 109
2025
Q1 		$738K Sell
400
-7
-2% -$13K 0.23% 96
2024
Q4 		$810K Hold
407
– – 0.22% 88
2024
Q3 		$791K Hold
407
– – 0.22% 87
2024
Q2 		$606K Sell
407
-2
-0.5% -$2.58K 0.18% 96
2024
Q1 		$511K Buy
409
+2
+0.5% +$2.5K 0.15% 117
2023
Q4 		$474K Buy
407
+51
+14% +$51.3K 0.15% 115
2023
Q3 		$309K Buy
356
+56
+19% +$48.1K 0.1% 135
2023
Q2 		$243K Buy
+300
New +$225K 0.08% 145

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
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 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

Monument Capital Management's FICO Position: Q3 2026 in Review

Monument Capital Management sold out of Fair Isaac (FICO) in Q3 2026, closing a stake of 225 shares — an estimated $269K sold.

Monument Capital Management first reported a position in FICO in Q2 2023 and held it in 13 quarters. The position peaked at $810K in Q4 2024. 19 funds tracked by Wall St. Rank hold FICO as of Q3 2026.

  • Monument Capital Management reported no remaining Fair Isaac position as of Q3 2026 after selling out during the quarter.
  • Monument Capital Management sold 225 Fair Isaac shares in Q3 2026, an estimated $269K.
  • Monument Capital Management first reported a position in Fair Isaac in Q2 2023 and held it in 13 quarters.
  • Monument Capital Management's Fair Isaac position peaked at $810K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.