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Plante Moran Financial Advisors’s Fair Isaac FICO Stock Holding History

Plante Moran Financial 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
Q2 		$3.58K Buy
+3
New +$3.36K ﹤0.01% 676
2026
Q1 		– Sell
-6
Closed -$10.1K – 779
2025
Q4 		$10.1K Hold
6
– – ﹤0.01% 554
2025
Q3 		$8.98K Hold
6
– – ﹤0.01% 564
2025
Q2 		$11K Hold
6
– – ﹤0.01% 549
2025
Q1 		$11.1K Sell
6
-4
-40% -$7.41K ﹤0.01% 550
2024
Q4 		$19.9K Buy
10
+4
+67% +$8.54K ﹤0.01% 488
2024
Q3 		$11.7K Hold
6
– – ﹤0.01% 594
2024
Q2 		$8.93K Buy
+6
New +$7.75K ﹤0.01% 588

Other funds holding FICO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AA
AF Advisors Sacramento, California $204M AUM 22.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Plante Moran Financial Advisors's FICO Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Fair Isaac (FICO) in Q2 2026: 3 shares worth $3.58K. The stake represents ﹤0.01% of the portfolio and ranks #676 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in FICO as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in FICO in Q2 2024 and has held it in 8 quarters since. The position peaked at $19.9K in Q4 2024. 434 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Plante Moran Financial Advisors held 3 shares of Fair Isaac worth $3.58K as of Q2 2026.
  • Fair Isaac was a new Plante Moran Financial Advisors position in Q2 2026.
  • Fair Isaac made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #676 holding.
  • Plante Moran Financial Advisors first reported a position in Fair Isaac in Q2 2024 and has held it in 8 quarters since.
  • Plante Moran Financial Advisors's Fair Isaac position peaked at $19.9K in Q4 2024.
  • 434 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.