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Wedmont Private Capital’s Fair Isaac FICO Stock Holding History

Wedmont Private Capital’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
-279
Closed -$349K – 1041
2026
Q2 		$349K Buy
279
+42
+18% +$47K 0.01% 683
2026
Q1 		$259K Sell
237
-24
-9% -$32.9K 0.01% 718
2025
Q4 		$413K Buy
261
+10
+4% +$17.2K 0.01% 542
2025
Q3 		$472K Sell
251
-43
-15% -$64.7K 0.02% 480
2025
Q2 		$468K Sell
294
-29
-9% -$54.5K 0.02% 448
2025
Q1 		$610K Buy
323
+29
+10% +$53.7K 0.03% 328
2024
Q4 		$564K Sell
294
-2
-0.7% -$4.27K 0.03% 343
2024
Q3 		$579K Buy
296
+43
+17% +$73.6K 0.03% 319
2024
Q2 		$402K Buy
253
+25
+11% +$32.3K 0.03% 402
2024
Q1 		$278K Buy
+228
New +$285K 0.02% 472

Other funds holding FICO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wedmont Private Capital's FICO Position: Q3 2026 in Review

Wedmont Private Capital sold out of Fair Isaac (FICO) in Q3 2026, closing a stake of 279 shares — an estimated $349K sold.

Wedmont Private Capital first reported a position in FICO in Q1 2024 and held it in 10 quarters. The position peaked at $610K in Q1 2025. 19 funds tracked by Wall St. Rank hold FICO as of Q3 2026.

  • Wedmont Private Capital reported no remaining Fair Isaac position as of Q3 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 279 Fair Isaac shares in Q3 2026, an estimated $349K.
  • Wedmont Private Capital first reported a position in Fair Isaac in Q1 2024 and held it in 10 quarters.
  • Wedmont Private Capital's Fair Isaac position peaked at $610K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.