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Soltis Investment Advisors’s Fair Isaac FICO Stock Holding History

Soltis Investment 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 		$358K Buy
+300
New +$336K 0.02% 433

Other funds holding FICO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AA
AF Advisors Sacramento, California $204M AUM 22.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Soltis Investment Advisors's FICO Position: Q2 2026 in Review

Soltis Investment Advisors opened a new position in Fair Isaac (FICO) in Q2 2026: 704 shares worth $841K. The stake represents 0.05% of the portfolio and ranks #268 among its holdings. This is a return to the name: Soltis Investment Advisors previously reported a position in FICO as recently as Q4 2025.

Soltis Investment Advisors first reported a position in FICO in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.45M in Q4 2024. 426 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Soltis Investment Advisors held 704 shares of Fair Isaac worth $841K as of Q2 2026.
  • Fair Isaac was a new Soltis Investment Advisors position in Q2 2026.
  • Fair Isaac made up 0.05% of Soltis Investment Advisors's portfolio in Q2 2026, its #268 holding.
  • Soltis Investment Advisors first reported a position in Fair Isaac in Q4 2024 and has held it in 4 quarters since.
  • Soltis Investment Advisors's Fair Isaac position peaked at $2.45M in Q4 2024.
  • 426 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.