PDS Planning’s Fair Isaac FICO Stock Holding History

PDS Planning’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	-126	Closed	-$213K	–	571
2025 Q4	$213K	Buy	+126	New	+$217K	0.01%	496
2025 Q3	–	Sell	-133	Closed	-$243K	–	549
2025 Q2	$243K	Buy	133 +12	+10%	+$22.5K	0.02%	419
2025 Q1	$223K	Buy	121 +7	+6%	+$13K	0.02%	403
2024 Q4	$227K	Sell	114 -4	-3%	-$8.54K	0.02%	370
2024 Q3	$229K	Buy	+118	New	+$202K	0.02%	374

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

PDS Planning's FICO Position: Q1 2026 in Review

PDS Planning sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 126 shares — an estimated $213K sold.

PDS Planning first reported a position in FICO in Q3 2024 and held it in 5 quarters. The position peaked at $243K in Q2 2025. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

PDS Planning reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
PDS Planning sold 126 Fair Isaac shares in Q1 2026, an estimated $213K.
PDS Planning first reported a position in Fair Isaac in Q3 2024 and held it in 5 quarters.
PDS Planning's Fair Isaac position peaked at $243K in Q2 2025.
850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.