Physician Wealth Advisors
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Physician Wealth Advisors’s Fair Isaac FICO Stock Holding History

Physician Wealth 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
Q3 		$3.56K Sell
6
-5
-45% -$5.47K ﹤0.01% 1277
2026
Q2 		$13.1K Buy
+11
New +$12.3K ﹤0.01% 799
2026
Q1 		– Sell
-16
Closed -$27K – 2126
2025
Q4 		$27K Buy
16
+10
+167% +$17.2K ﹤0.01% 511
2025
Q3 		$8.98K Buy
6
+3
+100% +$4.51K ﹤0.01% 767
2025
Q2 		$5.48K Buy
+3
New +$5.63K ﹤0.01% 772

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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 30.39% 1-Year Est. Return
Solidarity Wealth
Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Physician Wealth Advisors's FICO Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Fair Isaac (FICO) stake by 45% in Q3 2026, selling an estimated $5.47K and leaving 6 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Physician Wealth Advisors first reported a position in FICO in Q2 2025 and has held it in 5 quarters since. The position peaked at $27K in Q4 2025. 126 funds tracked by Wall St. Rank hold FICO as of Q3 2026.

  • Physician Wealth Advisors held 6 shares of Fair Isaac worth $3.56K as of Q3 2026.
  • Physician Wealth Advisors sold 5 Fair Isaac shares in Q3 2026, an estimated $5.47K.
  • Fair Isaac made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1277 holding.
  • Physician Wealth Advisors first reported a position in Fair Isaac in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Fair Isaac position peaked at $27K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.