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Tradition Wealth Management’s Fair Isaac FICO Stock Holding History

Tradition Wealth Management’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 		$983K Sell
921
-36
-4% -$49.4K 0.07% 198
2025
Q4 		$1.62M Buy
957
+1
+0.1% +$1.72K 0.12% 153
2025
Q3 		$1.43M Sell
956
-352
-27% -$529K 0.11% 158
2025
Q2 		$2.39M Sell
1,308
-10
-0.8% -$18.8K 0.19% 105
2025
Q1 		$2.43M Sell
1,318
-29
-2% -$53.7K 0.21% 95
2024
Q4 		$2.68M Hold
1,347
– – 0.24% 90
2024
Q3 		$2.62M Sell
1,347
-100
-7% -$171K 0.23% 89
2024
Q2 		$2.15M Sell
1,447
-100
-6% -$129K 0.21% 95
2024
Q1 		$1.93M Sell
1,547
-100
-6% -$125K 0.2% 100
2023
Q4 		$1.92M Sell
1,647
-295
-15% -$297K 0.2% 94
2023
Q3 		$1.69M Sell
1,942
-33
-2% -$28.3K 0.2% 91
2023
Q2 		$1.6M Buy
1,975
+475
+32% +$356K 0.19% 95
2023
Q1 		$1.05M Hold
1,500
– – 0.13% 111
2022
Q4 		$898K Sell
1,500
-64
-4% -$33.7K 0.13% 113
2022
Q3 		$644K Hold
1,564
– – 0.1% 134
2022
Q2 		$627K Hold
1,564
– – 0.09% 140
2022
Q1 		$730K Hold
1,564
– – 0.09% 148
2021
Q4 		$678K Hold
1,564
– – 0.09% 153
2021
Q3 		$622K Hold
1,564
– – 0.09% 152
2021
Q2 		$786K Hold
1,564
– – 0.12% 136
2021
Q1 		$760K Hold
1,564
– – 0.13% 124
2020
Q4 		$799K Buy
+1,564
New +$727K 0.15% 111

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

Tradition Wealth Management's FICO Position: Q1 2026 in Review

Tradition Wealth Management reduced its Fair Isaac (FICO) stake by 3.8% in Q1 2026, selling an estimated $49.4K and leaving 921 shares worth $983K. The position accounts for 0.07% of the portfolio, ranked #198.

Tradition Wealth Management first reported a position in FICO in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.68M in Q4 2024. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Tradition Wealth Management held 921 shares of Fair Isaac worth $983K as of Q1 2026.
  • Tradition Wealth Management sold 36 Fair Isaac shares in Q1 2026, an estimated $49.4K.
  • Fair Isaac made up 0.07% of Tradition Wealth Management's portfolio in Q1 2026, its #198 holding.
  • Tradition Wealth Management first reported a position in Fair Isaac in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Fair Isaac position peaked at $2.68M in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.