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Personal CFO Solutions’s Fair Isaac FICO Stock Holding History

Personal CFO Solutions’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
-123
Closed -$225K – 503
2025
Q2 		$225K Buy
+123
New +$231K 0.04% 433
2024
Q4 		– Sell
-116
Closed -$225K – 514
2024
Q3 		$225K Buy
+116
New +$198K 0.03% 504
2024
Q2 		– Sell
-216
Closed -$270K – 559
2024
Q1 		$270K Buy
216
+38
+21% +$47.5K 0.04% 428
2023
Q4 		$207K Buy
+178
New +$179K 0.04% 486

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

Personal CFO Solutions's FICO Position: Q3 2025 in Review

Personal CFO Solutions sold out of Fair Isaac (FICO) in Q3 2025, closing a stake of 123 shares — an estimated $225K sold.

Personal CFO Solutions first reported a position in FICO in Q4 2023 and held it in 4 quarters. The position peaked at $270K in Q1 2024. 937 funds tracked by Wall St. Rank hold FICO as of Q3 2025.

  • Personal CFO Solutions reported no remaining Fair Isaac position as of Q3 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 123 Fair Isaac shares in Q3 2025, an estimated $225K.
  • Personal CFO Solutions first reported a position in Fair Isaac in Q4 2023 and held it in 4 quarters.
  • Personal CFO Solutions's Fair Isaac position peaked at $270K in Q1 2024.
  • 937 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2025.

Based on Personal CFO Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.