Univest Financial
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Univest Financial’s Fair Isaac FICO Stock Holding History

Univest 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
Q3 		$4.62M Sell
7,801
-5,990
-43% -$6.56M 0.22% 80
2026
Q2 		$16.5M Buy
13,791
+2,234
+19% +$2.5M 0.81% 29
2026
Q1 		$12.3M Buy
11,557
+6,900
+148% +$9.46M 0.69% 34
2025
Q4 		$7.87M Buy
4,657
+2,335
+101% +$4.02M 0.42% 51
2025
Q3 		$3.47M Buy
2,322
+2,195
+1,728% +$3.3M 0.19% 86
2025
Q2 		$232K Hold
127
– – 0.01% 246
2025
Q1 		$234K Buy
+127
New +$235K 0.02% 251

Other funds holding FICO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return
AA
AF Advisors Sacramento, California $126M AUM 36.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Univest Financial's FICO Position: Q3 2026 in Review

Univest Financial reduced its Fair Isaac (FICO) stake by 43% in Q3 2026, selling an estimated $6.56M and leaving 7,801 shares worth $4.62M. The position accounts for 0.22% of the portfolio, ranked #80.

Univest Financial first reported a position in FICO in Q1 2025 and has held it in 7 quarters since. The position peaked at $16.5M in Q2 2026. 368 funds tracked by Wall St. Rank hold FICO as of Q3 2026.

  • Univest Financial held 7,801 shares of Fair Isaac worth $4.62M as of Q3 2026.
  • Univest Financial sold 5,990 Fair Isaac shares in Q3 2026, an estimated $6.56M.
  • Fair Isaac made up 0.22% of Univest Financial's portfolio in Q3 2026, its #80 holding.
  • Univest Financial first reported a position in Fair Isaac in Q1 2025 and has held it in 7 quarters since.
  • Univest Financial's Fair Isaac position peaked at $16.5M in Q2 2026.
  • 368 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2026.

Based on Univest Financial's 13F filing for Q3 2026, filed 5 Nov 2026.