U.S. Capital Wealth Advisors’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.29M Buy
+5,890
New +$8.08M 0.16% 152
2025
Q1
Sell
-131
Closed -$261K 856
2024
Q4
$261K Buy
+131
New +$280K 0.01% 716

Other funds holding FICO

U.S. Capital Wealth Advisors's FICO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in Fair Isaac (FICO) in Q1 2026: 5,890 shares worth $6.29M. The stake represents 0.16% of the portfolio and ranks #152 among its holdings. This is a return to the name: U.S. Capital Wealth Advisors previously reported a position in FICO as recently as Q4 2024.

U.S. Capital Wealth Advisors first reported a position in FICO in Q4 2024 and has held it in 2 quarters since. 854 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • U.S. Capital Wealth Advisors held 5,890 shares of Fair Isaac worth $6.29M as of Q1 2026.
  • Fair Isaac was a new U.S. Capital Wealth Advisors position in Q1 2026.
  • Fair Isaac made up 0.16% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #152 holding.
  • U.S. Capital Wealth Advisors first reported a position in Fair Isaac in Q4 2024 and has held it in 2 quarters since.
  • 854 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.