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 Q2	$75.3K	Hold	63	–	–	0.01%	1032
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's FICO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Fair Isaac (FICO) position steady in Q2 2026 at 63 shares worth $75.3K. The position accounts for 0.01% of the portfolio, ranked #1032.

Pinnacle Wealth Planning Services first reported a position in FICO in Q4 2020 and has held it in 6 quarters since. The position peaked at $255K in Q4 2025. 846 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

Pinnacle Wealth Planning Services held 63 shares of Fair Isaac worth $75.3K as of Q2 2026.
Pinnacle Wealth Planning Services left its Fair Isaac share count unchanged in Q2 2026.
Fair Isaac made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1032 holding.
Pinnacle Wealth Planning Services first reported a position in Fair Isaac in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Fair Isaac position peaked at $255K in Q4 2025.
846 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.