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Pension & Wealth Management Advisors’s Fair Isaac FICO Stock Holding History

Pension & Wealth Management 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
2026
Q2 		– Sell
-27
Closed -$28.8K – 557
2026
Q1 		$28.8K Hold
27
– – 0.01% 348
2025
Q4 		$45.6K Hold
27
– – 0.01% 311
2025
Q3 		$40.4K Buy
27
+3
+13% +$4.51K 0.01% 293
2025
Q2 		$43.9K Hold
24
– – 0.01% 273
2025
Q1 		$44.3K Buy
+24
New +$44.4K 0.02% 273

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pension & Wealth Management Advisors's FICO Position: Q2 2026 in Review

Pension & Wealth Management Advisors sold out of Fair Isaac (FICO) in Q2 2026, closing a stake of 27 shares — an estimated $28.8K sold.

Pension & Wealth Management Advisors first reported a position in FICO in Q1 2025 and held it in 5 quarters. The position peaked at $45.6K in Q4 2025. 799 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Pension & Wealth Management Advisors reported no remaining Fair Isaac position as of Q2 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 27 Fair Isaac shares in Q2 2026, an estimated $28.8K.
  • Pension & Wealth Management Advisors first reported a position in Fair Isaac in Q1 2025 and held it in 5 quarters.
  • Pension & Wealth Management Advisors's Fair Isaac position peaked at $45.6K in Q4 2025.
  • 799 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.