Sowell Financial Services’s Fair Isaac FICO Stock Holding History

Sowell Financial Services’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	$210K	Sell	176 -22	-11%	-$24.6K	0.01%	1058
2026 Q1	$211K	Sell	198 -12	-6%	-$16.5K	0.01%	1022
2025 Q4	$355K	Sell	210 -1	-0.5%	-$1.72K	0.01%	759
2025 Q3	$316K	Buy	+211	New	+$317K	0.01%	790
2021 Q2	–	Sell	-307	Closed	-$152K	–	1265
2021 Q1	$152K	Buy	307 +16	+5%	+$7.61K	0.01%	1188
2020 Q4	$149K	Sell	291 -23	-7%	-$10.7K	0.01%	980
2020 Q3	$134K	Sell	314 -195	-38%	-$82.8K	0.01%	873
2020 Q2	$213K	Sell	509 -712	-58%	-$260K	0.01%	699
2020 Q1	$376K	Sell	1,221 -918	-43%	-$338K	0.03%	482
2019 Q4	$801K	Buy	2,139 +59	+3%	+$19.9K	0.06%	318
2019 Q3	$631K	Buy	+2,080	New	+$704K	0.05%	346
2019 Q1	$570K	Buy	2,097 +91	+5%	+$21.4K	0.06%	296
2018 Q4	$375K	Sell	2,006 -95	-5%	-$18.5K	0.05%	333
2018 Q3	$480K	Buy	+2,101	New	+$456K	0.07%	201

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

Sowell Financial Services's FICO Position: Q2 2026 in Review

Sowell Financial Services reduced its Fair Isaac (FICO) stake by 11% in Q2 2026, selling an estimated $24.6K and leaving 176 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #1058.

Sowell Financial Services first reported a position in FICO in Q3 2018 and has held it in 14 quarters since. The position peaked at $801K in Q4 2019. 840 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

Sowell Financial Services held 176 shares of Fair Isaac worth $210K as of Q2 2026.
Sowell Financial Services sold 22 Fair Isaac shares in Q2 2026, an estimated $24.6K.
Fair Isaac made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1058 holding.
Sowell Financial Services first reported a position in Fair Isaac in Q3 2018 and has held it in 14 quarters since.
Sowell Financial Services's Fair Isaac position peaked at $801K in Q4 2019.
840 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.