Perigon Wealth Management’s Fair Isaac FICO Stock Holding History

Perigon Wealth 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 Q1	–	Sell	-157	Closed	-$265K	–	1338
2025 Q4	$265K	Buy	+157	New	+$270K	﹤0.01%	1069
2025 Q3	–	Sell	-120	Closed	-$219K	–	1225
2025 Q2	$219K	Sell	120 -44	-27%	-$82.6K	0.01%	970
2025 Q1	$302K	Buy	164 +34	+26%	+$63K	0.01%	807
2024 Q4	$256K	Buy	130 +10	+8%	+$21.4K	0.01%	877
2024 Q3	$233K	Buy	+120	New	+$205K	0.01%	876

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

Perigon Wealth Management's FICO Position: Q1 2026 in Review

Perigon Wealth Management sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 157 shares — an estimated $265K sold.

Perigon Wealth Management first reported a position in FICO in Q3 2024 and held it in 5 quarters. The position peaked at $302K in Q1 2025. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

Perigon Wealth Management reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
Perigon Wealth Management sold 157 Fair Isaac shares in Q1 2026, an estimated $265K.
Perigon Wealth Management first reported a position in Fair Isaac in Q3 2024 and held it in 5 quarters.
Perigon Wealth Management's Fair Isaac position peaked at $302K in Q1 2025.
850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.