Crestwood Advisors Group LLC

SEC CIK: 0001426853
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

FICO holding history

Fair Isaac Corp in every 13F filed by Crestwood Advisors Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FICO overview All 13F holders of FICO Full Q2 2026 holdings

Shares (Q2 2026): 334
Value: $399.1K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of FICO by Crestwood Advisors Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	334	$399.1K	<0.1%	+334	New	Holders
Q1 2026	0	$0	0.0%	−136−100.0%	Sold out	Holders
Q4 2025	136	$229.9K	<0.1%	+136	New	Holders