Principia Wealth Advisory’s Fair Isaac FICO Stock Holding History

Principia Wealth Advisory’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	$1.2K	Buy	+1	New	+$1.12K	﹤0.01%	725
2026 Q1	–	Sell	-1	Closed	-$1.69K	–	1061
2025 Q4	$1.69K	Hold	1	–	–	﹤0.01%	498
2025 Q3	$1.5K	Sell	1 -2	-67%	-$3.01K	﹤0.01%	506
2025 Q2	$5.48K	Hold	3	–	–	﹤0.01%	226
2025 Q1	$5.54K	Buy	3 +2	+200%	+$3.7K	0.01%	170
2024 Q4	$1.99K	Buy	+1	New	+$2.14K	﹤0.01%	247

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

Principia Wealth Advisory's FICO Position: Q2 2026 in Review

Principia Wealth Advisory opened a new position in Fair Isaac (FICO) in Q2 2026: 1 share worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: Principia Wealth Advisory previously reported a position in FICO as recently as Q4 2025.

Principia Wealth Advisory first reported a position in FICO in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.54K in Q1 2025. 844 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

Principia Wealth Advisory held 1 share of Fair Isaac worth $1.2K as of Q2 2026.
Fair Isaac was a new Principia Wealth Advisory position in Q2 2026.
Fair Isaac made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #725 holding.
Principia Wealth Advisory first reported a position in Fair Isaac in Q4 2024 and has held it in 6 quarters since.
Principia Wealth Advisory's Fair Isaac position peaked at $5.54K in Q1 2025.
844 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.