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Root Financial Partners’s Fair Isaac FICO Stock Holding History

Root Financial Partners’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 		– Sell
-16
Closed -$17.1K – 1371
2026
Q1 		$17.1K Sell
16
-23
-59% -$31.5K ﹤0.01% 1412
2025
Q4 		$65.9K Buy
39
+19
+95% +$32.7K ﹤0.01% 610
2025
Q3 		$29.9K Buy
+20
New +$30.1K ﹤0.01% 894

Other funds holding FICO

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Root Financial Partners's FICO Position: Q2 2026 in Review

Root Financial Partners sold out of Fair Isaac (FICO) in Q2 2026, closing a stake of 16 shares — an estimated $17.1K sold.

Root Financial Partners first reported a position in FICO in Q3 2025 and held it in 3 quarters. The position peaked at $65.9K in Q4 2025. 267 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Root Financial Partners reported no remaining Fair Isaac position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 16 Fair Isaac shares in Q2 2026, an estimated $17.1K.
  • Root Financial Partners first reported a position in Fair Isaac in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Fair Isaac position peaked at $65.9K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.