Pinnacle Wealth Planning Services’s Fair Isaac FICO Stock Holding History

Pinnacle Wealth Planning Services’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 Q1	$67.3K	Sell	63 -88	-58%	-$121K	0.01%	1026
2025 Q4	$255K	Buy	151 +7	+5%	+$12.1K	0.03%	380
2025 Q3	$216K	Buy	144 +20	+16%	+$30.1K	0.03%	426
2025 Q2	$227K	Buy	+124	New	+$233K	0.03%	385
2021 Q1	–	Sell	-121	Closed	-$62K	–	918
2020 Q4	$62K	Buy	+121	New	+$56.3K	0.01%	685

Other funds holding FICO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VFCM

Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's FICO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Fair Isaac (FICO) stake by 58% in Q1 2026, selling an estimated $121K and leaving 63 shares worth $67.3K. The position accounts for 0.01% of the portfolio, ranked #1026.

Pinnacle Wealth Planning Services first reported a position in FICO in Q4 2020 and has held it in 5 quarters since. The position peaked at $255K in Q4 2025. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

Pinnacle Wealth Planning Services held 63 shares of Fair Isaac worth $67.3K as of Q1 2026.
Pinnacle Wealth Planning Services sold 88 Fair Isaac shares in Q1 2026, an estimated $121K.
Fair Isaac made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1026 holding.
Pinnacle Wealth Planning Services first reported a position in Fair Isaac in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Fair Isaac position peaked at $255K in Q4 2025.
850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.