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WESPAC Advisors’s Fair Isaac FICO Stock Holding History

WESPAC Advisors’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
2025
Q2 		– Sell
-127
Closed -$234K – 179
2025
Q1 		$234K Sell
127
-347
-73% -$643K 0.19% 140
2024
Q4 		$944K Buy
474
+74
+19% +$158K 0.69% 40
2024
Q3 		$777K Buy
+400
New +$684K 0.58% 60

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WESPAC Advisors's FICO Position: Q2 2025 in Review

WESPAC Advisors sold out of Fair Isaac (FICO) in Q2 2025, closing a stake of 127 shares — an estimated $234K sold.

WESPAC Advisors first reported a position in FICO in Q3 2024 and held it in 3 quarters. The position peaked at $944K in Q4 2024. 1,013 funds tracked by Wall St. Rank hold FICO as of Q2 2025.

  • WESPAC Advisors reported no remaining Fair Isaac position as of Q2 2025 after selling out during the quarter.
  • WESPAC Advisors sold 127 Fair Isaac shares in Q2 2025, an estimated $234K.
  • WESPAC Advisors first reported a position in Fair Isaac in Q3 2024 and held it in 3 quarters.
  • WESPAC Advisors's Fair Isaac position peaked at $944K in Q4 2024.
  • 1,013 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2025.

Based on WESPAC Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.