PWMAG
FICO icon

Pinnacle Wealth Management Advisory Group’s Fair Isaac FICO Stock Holding History

Pinnacle Wealth Management Advisory Group’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
-180
Closed -$215K – 567
2026
Q2 		$215K Buy
+180
New +$202K 0.01% 521
2026
Q1 		– Sell
-172
Closed -$291K – 559
2025
Q4 		$291K Buy
172
+8
+5% +$13.8K 0.02% 419
2025
Q3 		$245K Sell
164
-13
-7% -$19.6K 0.02% 350
2025
Q2 		$324K Buy
177
+6
+4% +$11.3K 0.03% 287
2025
Q1 		$315K Buy
171
+9
+6% +$16.7K 0.03% 283
2024
Q4 		$323K Sell
162
-1
-0.6% -$2.14K 0.03% 273
2024
Q3 		$317K Buy
163
+1
+0.6% +$1.71K 0.03% 267
2024
Q2 		$241K Sell
162
-13
-7% -$16.8K 0.02% 305
2024
Q1 		$219K Buy
175
+2
+1% +$2.5K 0.02% 317
2023
Q4 		$201K Buy
+173
New +$174K 0.02% 316

Other funds holding FICO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AA
AF Advisors Sacramento, California $126M AUM 36.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's FICO Position: Q3 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Fair Isaac (FICO) in Q3 2026, closing a stake of 180 shares — an estimated $215K sold.

Pinnacle Wealth Management Advisory Group first reported a position in FICO in Q4 2023 and held it in 10 quarters. The position peaked at $324K in Q2 2025. 410 funds tracked by Wall St. Rank hold FICO as of Q3 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Fair Isaac position as of Q3 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 180 Fair Isaac shares in Q3 2026, an estimated $215K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Fair Isaac in Q4 2023 and held it in 10 quarters.
  • Pinnacle Wealth Management Advisory Group's Fair Isaac position peaked at $324K in Q2 2025.
  • 410 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q3 2026, filed 23 Oct 2026.