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Beacon Financial Group’s Cisco CSCO Stock Holding History

Beacon Financial Group’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
Q2 		$3.37M Sell
28,683
-1,137
-4% -$119K 0.31% 77
2026
Q1 		$2.31M Sell
29,820
-3,012
-9% -$236K 0.23% 101
2025
Q4 		$2.53M Sell
32,832
-2,519
-7% -$187K 0.25% 93
2025
Q3 		$2.42M Sell
35,351
-1,095
-3% -$74.6K 0.24% 103
2025
Q2 		$2.53M Sell
36,446
-1,062
-3% -$65.3K 0.26% 100
2025
Q1 		$2.31M Sell
37,508
-8,971
-19% -$552K 0.25% 97
2024
Q4 		$2.75M Sell
46,479
-2,322
-5% -$133K 0.3% 85
2024
Q3 		$2.6M Sell
48,801
-1,786
-4% -$86.9K 0.28% 86
2024
Q2 		$2.4M Sell
50,587
-968
-2% -$46K 0.27% 94
2024
Q1 		$2.57M Sell
51,555
-4,570
-8% -$228K 0.3% 89
2023
Q4 		$2.84M Buy
56,125
+7,356
+15% +$376K 0.35% 78
2023
Q3 		$2.8M Sell
48,769
-99,947
-67% -$5.39M 0.4% 75
2023
Q2 		$7.62M Sell
148,716
-2,672
-2% -$131K 1.03% 23
2023
Q1 		$7.77M Sell
151,388
-7,942
-5% -$388K 1.08% 23
2022
Q4 		$7.63M Buy
159,330
+3,393
+2% +$154K 1.04% 24
2022
Q3 		$6.33M Sell
155,937
-249
-0.2% -$11K 0.98% 24
2022
Q2 		$6.86M Sell
156,186
-1,085
-0.7% -$51.9K 1.02% 25
2022
Q1 		$8.93M Buy
157,271
+215
+0.1% +$12.2K 1.19% 20
2021
Q4 		$9.92M Sell
157,056
-686
-0.4% -$39.2K 1.29% 16
2021
Q3 		$8.75M Sell
157,742
-3,345
-2% -$188K 1.17% 18
2021
Q2 		$8.63M Sell
161,087
-4,894
-3% -$257K 1.22% 15
2021
Q1 		$7.55M Hold
165,981
– – 1.18% 16
2020
Q4 		$7.55M Buy
165,981
+12,159
+8% +$500K 1.18% 17
2020
Q3 		$6.05M Buy
153,822
+13,733
+10% +$599K 1.08% 21
2020
Q2 		$6.46M Sell
140,089
-4,111
-3% -$180K 1.25% 17
2020
Q1 		$5.81M Sell
144,200
-326
-0.2% -$14.3K 1.28% 18
2019
Q4 		$6.93M Buy
144,526
+3,005
+2% +$140K 0.87% 22
2019
Q3 		$6.91M Sell
141,521
-2,101
-1% -$109K 1.18% 20
2019
Q2 		$7.86M Buy
143,622
+1,156
+0.8% +$63.8K 1.34% 19
2019
Q1 		$7.69K Sell
142,466
-4,627
-3% -$225K 1.26% 21
2018
Q4 		$6.29M Sell
147,093
-1,881
-1% -$86.1K 1.18% 26
2018
Q3 		$7.25M Sell
148,974
-8,640
-5% -$389K 1.22% 22
2018
Q2 		$6.78M Sell
157,614
-3,551
-2% -$155K 1.15% 29
2018
Q1 		$6.91M Buy
161,165
+123,471
+328% +$5.24M 1.18% 26
2017
Q4 		$1.44M Buy
37,694
+170
+0.5% +$6.07K 0.25% 80
2017
Q3 		$1.26M Buy
37,524
+12,644
+51% +$402K 0.23% 83
2017
Q2 		$781K Buy
24,880
+700
+3% +$22.8K 0.15% 103
2017
Q1 		$815K Sell
24,180
-4,550
-16% -$148K 0.16% 94
2016
Q4 		$868K Sell
28,730
-140
-0.5% -$4.27K 0.18% 86
2016
Q3 		$906K Buy
28,870
+2,694
+10% +$82.9K 0.19% 82
2016
Q2 		$740K Buy
26,176
+7,035
+37% +$197K 0.16% 87
2016
Q1 		$526K Hold
19,141
– – 0.11% 111
2015
Q4 		$526K Sell
19,141
-355
-2% -$9.8K 0.12% 108
2015
Q3 		$500K Sell
19,496
-3,792
-16% -$102K 0.12% 106
2015
Q2 		$641K Buy
23,288
+387
+2% +$11.1K 0.14% 92
2015
Q1 		$634K Sell
22,901
-3,134
-12% -$88.2K 0.14% 95
2014
Q4 		$738K Sell
26,035
-232
-0.9% -$5.99K 0.15% 94
2014
Q3 		$659K Sell
26,267
-13,994
-35% -$352K 0.14% 101
2014
Q2 		$994K Buy
40,261
+2,883
+8% +$68.7K 0.22% 82
2014
Q1 		$835K Buy
37,378
+10,367
+38% +$229K 0.17% 86
2013
Q4 		$601K Buy
27,011
+1,731
+7% +$38.3K 0.12% 119
2013
Q3 		$590K Buy
+25,280
New +$628K 0.13% 114

Other funds holding CSCO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Beacon Financial Group's CSCO Position: Q2 2026 in Review

Beacon Financial Group reduced its Cisco (CSCO) stake by 3.8% in Q2 2026, selling an estimated $119K and leaving 28,683 shares worth $3.37M. The position accounts for 0.31% of the portfolio, ranked #77.

Beacon Financial Group first reported a position in CSCO in Q3 2013 and has held it in 52 quarters since. The position peaked at $9.92M in Q4 2021. 2,015 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Beacon Financial Group held 28,683 shares of Cisco worth $3.37M as of Q2 2026.
  • Beacon Financial Group sold 1,137 Cisco shares in Q2 2026, an estimated $119K.
  • Cisco made up 0.31% of Beacon Financial Group's portfolio in Q2 2026, its #77 holding.
  • Beacon Financial Group first reported a position in Cisco in Q3 2013 and has held it in 52 quarters since.
  • Beacon Financial Group's Cisco position peaked at $9.92M in Q4 2021.
  • 2,015 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.