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Phillips Financial Management’s Fair Isaac FICO Stock Holding History

Phillips Financial 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
Q2 		$258K Sell
216
-3
-1% -$3.36K 0.02% 175
2026
Q1 		$234K Sell
219
-8
-4% -$11K 0.02% 180
2025
Q4 		$384K Buy
227
+3
+1% +$5.16K 0.02% 156
2025
Q3 		$335K Sell
224
-12
-5% -$18K 0.02% 163
2025
Q2 		$431K Buy
236
+4
+2% +$7.51K 0.03% 146
2025
Q1 		$428K Sell
232
-11
-5% -$20.4K 0.03% 142
2024
Q4 		$484K Buy
243
+5
+2% +$10.7K 0.04% 133
2024
Q3 		$463K Buy
238
+8
+3% +$13.7K 0.04% 137
2024
Q2 		$342K Sell
230
-2
-0.9% -$2.58K 0.03% 147
2024
Q1 		$290K Buy
232
+9
+4% +$11.3K 0.02% 154
2023
Q4 		$260K Buy
+223
New +$224K 0.02% 155

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
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phillips Financial Management's FICO Position: Q2 2026 in Review

Phillips Financial Management reduced its Fair Isaac (FICO) stake by 1.4% in Q2 2026, selling an estimated $3.36K and leaving 216 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #175.

Phillips Financial Management first reported a position in FICO in Q4 2023 and has held it in 11 quarters since. The position peaked at $484K in Q4 2024. 846 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Phillips Financial Management held 216 shares of Fair Isaac worth $258K as of Q2 2026.
  • Phillips Financial Management sold 3 Fair Isaac shares in Q2 2026, an estimated $3.36K.
  • Fair Isaac made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #175 holding.
  • Phillips Financial Management first reported a position in Fair Isaac in Q4 2023 and has held it in 11 quarters since.
  • Phillips Financial Management's Fair Isaac position peaked at $484K in Q4 2024.
  • 846 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.