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Steward Partners Investment Advisory’s Fair Isaac FICO Stock Holding History

Steward Partners Investment Advisory’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 		$267K Buy
250
+13
+5% +$17.8K ﹤0.01% 1863
2025
Q4 		$401K Sell
237
-7
-3% -$12.1K ﹤0.01% 1549
2025
Q3 		$365K Sell
244
-128
-34% -$192K ﹤0.01% 1545
2025
Q2 		$680K Buy
372
+6
+2% +$11.3K 0.01% 1156
2025
Q1 		$675K Buy
366
+119
+48% +$220K 0.01% 1078
2024
Q4 		$492K Sell
247
-8
-3% -$17.1K ﹤0.01% 1168
2024
Q3 		$496K Buy
255
+20
+9% +$34.2K ﹤0.01% 1113
2024
Q2 		$350K Buy
235
+49
+26% +$63.3K ﹤0.01% 1219
2024
Q1 		$232K Sell
186
-17
-8% -$21.3K ﹤0.01% 1370
2023
Q4 		$236K Buy
203
+3
+2% +$3.02K ﹤0.01% 1317
2023
Q3 		$174K Buy
200
+12
+6% +$10.3K ﹤0.01% 1351
2023
Q2 		$152K Buy
188
+26
+16% +$19.5K ﹤0.01% 1392
2023
Q1 		$114K Hold
162
– – ﹤0.01% 1527
2022
Q4 		$97K Sell
162
-10
-6% -$5.26K ﹤0.01% 1570
2022
Q3 		$71K Sell
172
-3
-2% -$1.36K ﹤0.01% 1622
2022
Q2 		$70K Sell
175
-24
-12% -$9.46K ﹤0.01% 1638
2022
Q1 		$93K Buy
199
+20
+11% +$9.44K ﹤0.01% 1639
2021
Q4 		$78K Hold
179
– – ﹤0.01% 1698
2021
Q3 		$71K Buy
179
+139
+348% +$66.1K ﹤0.01% 1703
2021
Q2 		$20K Hold
40
– – ﹤0.01% 5102
2021
Q1 		$19.4K Sell
40
-4
-9% -$1.9K ﹤0.01% 2501
2020
Q4 		$22K Buy
44
+4
+10% +$1.86K ﹤0.01% 2015
2020
Q3 		$17K Hold
40
– – ﹤0.01% 1944
2020
Q2 		$17K Buy
+40
New +$14.6K ﹤0.01% 1828

Other funds holding FICO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's FICO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Fair Isaac (FICO) stake by 5.5% in Q1 2026, buying an estimated $17.8K and bringing the position to 250 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Steward Partners Investment Advisory first reported a position in FICO in Q2 2020 and has held it in 24 quarters since. The position peaked at $680K in Q2 2025. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Steward Partners Investment Advisory held 250 shares of Fair Isaac worth $267K as of Q1 2026.
  • Steward Partners Investment Advisory bought 13 Fair Isaac shares in Q1 2026, an estimated $17.8K.
  • Fair Isaac made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1863 holding.
  • Steward Partners Investment Advisory first reported a position in Fair Isaac in Q2 2020 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's Fair Isaac position peaked at $680K in Q2 2025.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.