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Steward Financial Group’s Fair Isaac FICO Stock Holding History

Steward Financial 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
2023
Q3 		$8K Buy
+10
New +$8.58K ﹤0.01% 446
2022
Q3 		– Sell
-7
Closed -$2K – 522
2022
Q2 		$2K Buy
+7
New +$2.76K ﹤0.01% 549

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Steward Financial Group's FICO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Fair Isaac (FICO) in Q3 2023: 10 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #446 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FICO as recently as Q2 2022.

Steward Financial Group first reported a position in FICO in Q2 2022 and has held it in 2 quarters since. 680 funds tracked by Wall St. Rank hold FICO as of Q3 2023.

  • Steward Financial Group held 10 shares of Fair Isaac worth $8K as of Q3 2023.
  • Fair Isaac was a new Steward Financial Group position in Q3 2023.
  • Fair Isaac made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #446 holding.
  • Steward Financial Group first reported a position in Fair Isaac in Q2 2022 and has held it in 2 quarters since.
  • 680 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.