Beacon Financial Advisory
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Beacon Financial Advisory’s Cisco CSCO Stock Holding History

Beacon Financial Advisory’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$736K Buy
6,840
+333
+5% +$37.5K 0.14% 187
2026
Q2 		$764K Sell
6,507
-209
-3% -$21.9K 0.15% 179
2026
Q1 		$521K Buy
6,716
+352
+6% +$27.6K 0.12% 222
2025
Q4 		$490K Sell
6,364
-621
-9% -$46.1K 0.11% 221
2025
Q3 		$478K Buy
6,985
+1,590
+29% +$108K 0.11% 218
2025
Q2 		$374K Sell
5,395
-292
-5% -$17.9K 0.1% 240
2025
Q1 		$351K Sell
5,687
-16,777
-75% -$1.03M 0.11% 216
2024
Q4 		$1.33M Buy
22,464
+19
+0.1% +$1.08K 0.43% 54
2024
Q3 		$1.19M Sell
22,445
-184
-0.8% -$8.95K 0.41% 60
2024
Q2 		$1.08M Buy
22,629
+2,746
+14% +$130K 0.4% 60
2024
Q1 		$992K Buy
19,883
+769
+4% +$38.4K 0.48% 56
2023
Q4 		$966K Sell
19,114
-178
-0.9% -$9.1K 0.47% 63
2023
Q3 		$1.04M Buy
19,292
+498
+3% +$26.9K 0.57% 47
2023
Q2 		$972K Buy
18,794
+631
+3% +$31K 0.56% 52
2023
Q1 		$949K Buy
18,163
+1,114
+7% +$54.4K 0.6% 48
2022
Q4 		$812K Buy
17,049
+1,104
+7% +$50.2K 0.58% 51
2022
Q3 		$638K Sell
15,945
-2,037
-11% -$90.4K 0.45% 70
2022
Q2 		$767K Sell
17,982
-21
-0.1% -$1K 0.44% 68
2022
Q1 		$1M Sell
18,003
-59
-0.3% -$3.34K 0.48% 61
2021
Q4 		$1.14M Buy
18,062
+333
+2% +$19K 0.53% 54
2021
Q3 		$965K Buy
17,729
+5
+0% +$281 0.5% 63
2021
Q2 		$939K Sell
17,724
-695
-4% -$36.6K 0.5% 64
2021
Q1 		$952K Buy
18,419
+3,627
+25% +$170K 0.54% 56
2020
Q4 		$661K Sell
14,792
-946
-6% -$38.9K 0.43% 72
2020
Q3 		$619K Buy
15,738
+6,353
+68% +$277K 0.54% 54
2020
Q2 		$437K Buy
9,385
+3
+0% +$132 0.48% 63
2020
Q1 		$368K Buy
9,382
+2,945
+46% +$129K 0.47% 70
2019
Q4 		$308K Buy
+6,437
New +$299K 0.26% 111

Other funds holding CSCO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Beacon Financial Advisory's CSCO Position: Q3 2026 in Review

Beacon Financial Advisory increased its Cisco (CSCO) stake by 5.1% in Q3 2026, buying an estimated $37.5K and bringing the position to 6,840 shares worth $736K. The position accounts for 0.14% of the portfolio, ranked #187.

Beacon Financial Advisory first reported a position in CSCO in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.33M in Q4 2024. 1,838 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Beacon Financial Advisory held 6,840 shares of Cisco worth $736K as of Q3 2026.
  • Beacon Financial Advisory bought 333 Cisco shares in Q3 2026, an estimated $37.5K.
  • Cisco made up 0.14% of Beacon Financial Advisory's portfolio in Q3 2026, its #187 holding.
  • Beacon Financial Advisory first reported a position in Cisco in Q4 2019 and has held it in 28 quarters since.
  • Beacon Financial Advisory's Cisco position peaked at $1.33M in Q4 2024.
  • 1,838 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.