Sequoia Financial Advisors’s Fair Isaac FICO Stock Holding History

Sequoia Financial Advisors’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	$1.3M	Buy	1,089 +145	+15%	+$162K	0.01%	827
2026 Q1	$1.01M	Sell	944 -47	-5%	-$64.5K	0.01%	898
2025 Q4	$1.68M	Buy	991 +343	+53%	+$590K	0.01%	648
2025 Q3	$970K	Sell	648 -1	-0.2%	-$1.5K	0.01%	791
2025 Q2	$1.19M	Buy	649 +68	+12%	+$128K	0.01%	630
2025 Q1	$1.07M	Buy	581 +79	+16%	+$146K	0.01%	600
2024 Q4	$999K	Buy	502 +85	+20%	+$182K	0.01%	580
2024 Q3	$810K	Buy	417 +45	+12%	+$77K	0.01%	605
2024 Q2	$554K	Buy	372 +21	+6%	+$27.1K	0.01%	659
2024 Q1	$439K	Sell	351 -90	-20%	-$113K	0.01%	729
2023 Q4	$513K	Buy	441 +189	+75%	+$190K	0.01%	723
2023 Q3	$219K	Buy	252 +4	+2%	+$3.43K	﹤0.01%	822
2023 Q2	$201K	Buy	+248	New	+$186K	﹤0.01%	868

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

Sequoia Financial Advisors's FICO Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Fair Isaac (FICO) stake by 15% in Q2 2026, buying an estimated $162K and bringing the position to 1,089 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #827.

Sequoia Financial Advisors first reported a position in FICO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.68M in Q4 2025. 840 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

Sequoia Financial Advisors held 1,089 shares of Fair Isaac worth $1.3M as of Q2 2026.
Sequoia Financial Advisors bought 145 Fair Isaac shares in Q2 2026, an estimated $162K.
Fair Isaac made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #827 holding.
Sequoia Financial Advisors first reported a position in Fair Isaac in Q2 2023 and has held it in 13 quarters since.
Sequoia Financial Advisors's Fair Isaac position peaked at $1.68M in Q4 2025.
840 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.