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Summit Financial’s Fair Isaac FICO Stock Holding History

Summit Financial’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 		– Sell
-126
Closed -$213K – 1428
2025
Q4 		$213K Sell
126
-455
-78% -$783K ﹤0.01% 1227
2025
Q3 		$869K Sell
581
-27
-4% -$40.6K 0.01% 697
2025
Q2 		$1.11M Buy
608
+2
+0.3% +$3.75K 0.03% 399
2025
Q1 		$1.12M Buy
+606
New +$1.12M 0.03% 355

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

Summit Financial's FICO Position: Q1 2026 in Review

Summit Financial sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 126 shares — an estimated $213K sold.

Summit Financial first reported a position in FICO in Q1 2025 and held it in 4 quarters. The position peaked at $1.12M in Q1 2025. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Summit Financial reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 126 Fair Isaac shares in Q1 2026, an estimated $213K.
  • Summit Financial first reported a position in Fair Isaac in Q1 2025 and held it in 4 quarters.
  • Summit Financial's Fair Isaac position peaked at $1.12M in Q1 2025.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.