Phillips Financial Management
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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
Q3 		– Sell
-216
Closed -$258K – 287
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

Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SW
Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Phillips Financial Management's FICO Position: Q3 2026 in Review

Phillips Financial Management sold out of Fair Isaac (FICO) in Q3 2026, closing a stake of 216 shares — an estimated $258K sold.

Phillips Financial Management first reported a position in FICO in Q4 2023 and held it in 11 quarters. The position peaked at $484K in Q4 2024. 82 funds tracked by Wall St. Rank hold FICO as of Q3 2026.

  • Phillips Financial Management reported no remaining Fair Isaac position as of Q3 2026 after selling out during the quarter.
  • Phillips Financial Management sold 216 Fair Isaac shares in Q3 2026, an estimated $258K.
  • Phillips Financial Management first reported a position in Fair Isaac in Q4 2023 and held it in 11 quarters.
  • Phillips Financial Management's Fair Isaac position peaked at $484K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.