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Whittier Trust’s Fair Isaac FICO Stock Holding History

Whittier Trust’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
Q2 		$9.97M Sell
7,752
-27
-0.3% -$30.2K 0.1% 150
2026
Q1 		$8.51M Sell
7,779
-3,043
-28% -$4.17M 0.1% 153
2025
Q4 		$17.3M Sell
10,822
-330
-3% -$568K 0.19% 92
2025
Q3 		$20.6M Sell
11,152
-2,939
-21% -$4.42M 0.23% 84
2025
Q2 		$25.8M Buy
14,091
+337
+2% +$633K 0.31% 71
2025
Q1 		$25.4M Buy
13,754
+298
+2% +$552K 0.35% 64
2024
Q4 		$26.8M Buy
13,456
+404
+3% +$863K 0.35% 62
2024
Q3 		$25.4M Buy
13,052
+366
+3% +$626K 0.34% 66
2024
Q2 		$18.9M Buy
12,686
+610
+5% +$788K 0.27% 77
2024
Q1 		$15.1M Buy
12,076
+421
+4% +$527K 0.22% 95
2023
Q4 		$13.6M Sell
11,655
-1,786
-13% -$1.8M 0.22% 99
2023
Q3 		$11.7M Buy
13,441
+495
+4% +$425K 0.21% 104
2023
Q2 		$10.5M Buy
12,946
+858
+7% +$643K 0.18% 119
2023
Q1 		$8.49M Buy
12,088
+103
+0.9% +$68.5K 0.15% 135
2022
Q4 		$7.17M Sell
11,985
-21
-0.2% -$11.1K 0.14% 149
2022
Q3 		$4.95M Buy
12,006
+503
+4% +$228K 0.1% 183
2022
Q2 		$4.61M Buy
11,503
+427
+4% +$168K 0.09% 188
2022
Q1 		$5.17M Buy
11,076
+694
+7% +$328K 0.09% 187
2021
Q4 		$4.5M Buy
10,382
+289
+3% +$115K 0.07% 208
2021
Q3 		$4.02M Buy
10,093
+682
+7% +$324K 0.07% 211
2021
Q2 		$4.73M Buy
9,411
+3,351
+55% +$1.7M 0.08% 194
2021
Q1 		$2.95M Buy
+6,060
New +$2.88M 0.06% 230
2020
Q4 		– Sell
-5,131
Closed -$2.18M – 1450
2020
Q3 		$2.18M Buy
+5,131
New +$2.18M 0.05% 233
2015
Q2 		– Sell
-243
Closed -$22K – 1238
2015
Q1 		$22K Buy
+243
New +$19.5K ﹤0.01% 858

Other funds holding FICO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whittier Trust's FICO Position: Q2 2026 in Review

Whittier Trust reduced its Fair Isaac (FICO) stake by 0.35% in Q2 2026, selling an estimated $30.2K and leaving 7,752 shares worth $9.97M. The position accounts for 0.1% of the portfolio, ranked #150.

Whittier Trust first reported a position in FICO in Q1 2015 and has held it in 24 quarters since. The position peaked at $26.8M in Q4 2024. 846 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Whittier Trust held 7,752 shares of Fair Isaac worth $9.97M as of Q2 2026.
  • Whittier Trust sold 27 Fair Isaac shares in Q2 2026, an estimated $30.2K.
  • Fair Isaac made up 0.1% of Whittier Trust's portfolio in Q2 2026, its #150 holding.
  • Whittier Trust first reported a position in Fair Isaac in Q1 2015 and has held it in 24 quarters since.
  • Whittier Trust's Fair Isaac position peaked at $26.8M in Q4 2024.
  • 846 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.