Wealth Alliance
FICO icon

Wealth Alliance’s Fair Isaac FICO Stock Holding History

Wealth Alliance’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 		– Sell
-222
Closed -$265K – 582
2026
Q2 		$265K Sell
222
-3
-1% -$3.36K 0.02% 486
2026
Q1 		$240K Sell
225
-29
-11% -$39.8K 0.02% 485
2025
Q4 		$429K Sell
254
-85
-25% -$146K 0.04% 341
2025
Q3 		$507K Sell
339
-21
-6% -$31.6K 0.05% 299
2025
Q2 		$658K Sell
360
-6
-2% -$11.3K 0.07% 241
2025
Q1 		$675K Buy
366
+18
+5% +$33.3K 0.08% 220
2024
Q4 		$693K Sell
348
-118
-25% -$252K 0.08% 211
2024
Q3 		$906K Buy
466
+10
+2% +$17.1K 0.11% 176
2024
Q2 		$679K Buy
456
+64
+16% +$82.7K 0.09% 206
2024
Q1 		$490K Buy
392
+9
+2% +$11.3K 0.06% 276
2023
Q4 		$446K Buy
383
+5
+1% +$5.03K 0.06% 276
2023
Q3 		$328K Sell
378
-13
-3% -$11.2K 0.05% 328
2023
Q2 		$316K Sell
391
-119
-23% -$89.2K 0.05% 364
2023
Q1 		$358K Sell
510
-27
-5% -$18K 0.06% 314
2022
Q4 		$321K Sell
537
-3
-0.6% -$1.58K 0.06% 324
2022
Q3 		$222K Buy
540
+8
+2% +$3.63K 0.04% 402
2022
Q2 		$213K Buy
+532
New +$210K 0.04% 409

Other funds holding FICO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Wealth Alliance's FICO Position: Q3 2026 in Review

Wealth Alliance sold out of Fair Isaac (FICO) in Q3 2026, closing a stake of 222 shares — an estimated $265K sold.

Wealth Alliance first reported a position in FICO in Q2 2022 and held it in 17 quarters. The position peaked at $906K in Q3 2024. 603 funds tracked by Wall St. Rank hold FICO as of Q3 2026.

  • Wealth Alliance reported no remaining Fair Isaac position as of Q3 2026 after selling out during the quarter.
  • Wealth Alliance sold 222 Fair Isaac shares in Q3 2026, an estimated $265K.
  • Wealth Alliance first reported a position in Fair Isaac in Q2 2022 and held it in 17 quarters.
  • Wealth Alliance's Fair Isaac position peaked at $906K in Q3 2024.
  • 603 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.