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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return