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Peak Financial Advisors’s Fair Isaac FICO Stock Holding History

Peak 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
Q3 		– Sell
-1,297
Closed -$2.37M – 94
2025
Q2 		$2.37M Sell
1,297
-263
-17% -$494K 1.21% 32
2025
Q1 		$2.88M Buy
+1,560
New +$2.89M 1.46% 24

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Peak Financial Advisors's FICO Position: Q3 2025 in Review

Peak Financial Advisors sold out of Fair Isaac (FICO) in Q3 2025, closing a stake of 1,297 shares — an estimated $2.37M sold.

Peak Financial Advisors first reported a position in FICO in Q1 2025 and held it in 2 quarters. The position peaked at $2.88M in Q1 2025. 937 funds tracked by Wall St. Rank hold FICO as of Q3 2025.

  • Peak Financial Advisors reported no remaining Fair Isaac position as of Q3 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 1,297 Fair Isaac shares in Q3 2025, an estimated $2.37M.
  • Peak Financial Advisors first reported a position in Fair Isaac in Q1 2025 and held it in 2 quarters.
  • Peak Financial Advisors's Fair Isaac position peaked at $2.88M in Q1 2025.
  • 937 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2025.

Based on Peak Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.