Private Wealth Management Group’s Fair Isaac FICO Stock Holding History

Private Wealth Management 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 Q2	$16.7K	Hold	14	–	–	﹤0.01%	432
2026 Q1	$14.9K	Buy	14 +1	+8%	+$1.37K	﹤0.01%	405
2025 Q4	$22K	Hold	13	–	–	0.01%	304
2025 Q3	$19.5K	Hold	13	–	–	0.01%	339
2025 Q2	$23.8K	Hold	13	–	–	0.01%	270
2025 Q1	$24K	Hold	13	–	–	0.01%	261
2024 Q4	$25.9K	Hold	13	–	–	0.01%	253
2024 Q3	$25.3K	Hold	13	–	–	0.01%	245
2024 Q2	$19.4K	Buy	13 +6	+86%	+$7.75K	0.01%	281
2024 Q1	$8.75K	Hold	7	–	–	﹤0.01%	448
2023 Q4	$8.15K	Buy	+7	New	+$7.04K	﹤0.01%	457

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

Private Wealth Management Group's FICO Position: Q2 2026 in Review

Private Wealth Management Group held its Fair Isaac (FICO) position steady in Q2 2026 at 14 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Private Wealth Management Group first reported a position in FICO in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.9K in Q4 2024. 840 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

Private Wealth Management Group held 14 shares of Fair Isaac worth $16.7K as of Q2 2026.
Private Wealth Management Group left its Fair Isaac share count unchanged in Q2 2026.
Fair Isaac made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #432 holding.
Private Wealth Management Group first reported a position in Fair Isaac in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Fair Isaac position peaked at $25.9K in Q4 2024.
840 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.