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SVB Wealth’s Fair Isaac FICO Stock Holding History

SVB Wealth’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
2025
Q1 		– Sell
-326
Closed -$649K – 1582
2024
Q4 		$649K Buy
+326
New +$696K 0.01% 380
2024
Q3 		– Sell
-348
Closed -$518K – 221
2024
Q2 		$518K Sell
348
-27
-7% -$34.9K 0.01% 422
2024
Q1 		$469K Sell
375
-63
-14% -$78.8K 0.01% 494
2023
Q4 		$510K Sell
438
-62
-12% -$62.4K 0.01% 469
2023
Q3 		$434K Sell
500
-87
-15% -$74.7K 0.01% 497
2023
Q2 		$475K Sell
587
-130
-18% -$97.5K 0.01% 505
2023
Q1 		$504K Sell
717
-24
-3% -$16K 0.01% 532
2022
Q4 		$443K Sell
741
-88
-11% -$46.3K 0.01% 597
2022
Q3 		$342K Buy
+829
New +$376K 0.01% 647

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SVB Wealth's FICO Position: Q1 2025 in Review

SVB Wealth sold out of Fair Isaac (FICO) in Q1 2025, closing a stake of 326 shares — an estimated $649K sold.

SVB Wealth first reported a position in FICO in Q3 2022 and held it in 9 quarters. The position peaked at $649K in Q4 2024. 968 funds tracked by Wall St. Rank hold FICO as of Q1 2025.

  • SVB Wealth reported no remaining Fair Isaac position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 326 Fair Isaac shares in Q1 2025, an estimated $649K.
  • SVB Wealth first reported a position in Fair Isaac in Q3 2022 and held it in 9 quarters.
  • SVB Wealth's Fair Isaac position peaked at $649K in Q4 2024.
  • 968 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.