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SageView Advisory Group’s Fair Isaac FICO Stock Holding History

SageView Advisory 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
Q1 		– Sell
-104
Closed -$176K – 1218
2025
Q4 		$176K Buy
+104
New +$179K 0.01% 640
2024
Q4 		– Sell
-134
Closed -$260K – 595
2024
Q3 		$260K Sell
134
-11
-8% -$18.8K 0.01% 436
2024
Q2 		$216K Sell
145
-44
-23% -$56.9K 0.01% 520
2024
Q1 		$236K Sell
189
-18
-9% -$22.5K 0.01% 477
2023
Q4 		$248K Buy
+207
New +$208K 0.01% 565

Other funds holding FICO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's FICO Position: Q1 2026 in Review

SageView Advisory Group sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 104 shares — an estimated $176K sold.

SageView Advisory Group first reported a position in FICO in Q4 2023 and held it in 5 quarters. The position peaked at $260K in Q3 2024. 856 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • SageView Advisory Group reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 104 Fair Isaac shares in Q1 2026, an estimated $176K.
  • SageView Advisory Group first reported a position in Fair Isaac in Q4 2023 and held it in 5 quarters.
  • SageView Advisory Group's Fair Isaac position peaked at $260K in Q3 2024.
  • 856 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.