Root Financial Partners
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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
Q3 		$19K Buy
+32
New +$35K ﹤0.01% 1585
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Root Financial Partners's FICO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fair Isaac (FICO) in Q3 2026: 32 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #1585 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FICO as recently as Q1 2026.

Root Financial Partners first reported a position in FICO in Q3 2025 and has held it in 4 quarters since. The position peaked at $65.9K in Q4 2025. 603 funds tracked by Wall St. Rank hold FICO as of Q3 2026.

  • Root Financial Partners held 32 shares of Fair Isaac worth $19K as of Q3 2026.
  • Fair Isaac was a new Root Financial Partners position in Q3 2026.
  • Fair Isaac made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1585 holding.
  • Root Financial Partners first reported a position in Fair Isaac in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Fair Isaac position peaked at $65.9K in Q4 2025.
  • 603 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.