Birch Financial Group
CSCO icon

Birch Financial Group’s Cisco CSCO Stock Holding History

Birch 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
Q3 		$349K Buy
3,245
+14
+0.4% +$1.58K 0.16% 89
2026
Q2 		$380K Sell
3,231
-142
-4% -$14.8K 0.2% 91
2026
Q1 		$262K Hold
3,373
– – 0.15% 110
2025
Q4 		$260K Sell
3,373
-41
-1% -$3.04K 0.15% 112
2025
Q3 		$234K Buy
3,414
+396
+13% +$27K 0.14% 110
2025
Q2 		$209K Buy
+3,018
New +$185K 0.17% 109

Other funds holding CSCO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Birch Financial Group's CSCO Position: Q3 2026 in Review

Birch Financial Group increased its Cisco (CSCO) stake by 0.43% in Q3 2026, buying an estimated $1.58K and bringing the position to 3,245 shares worth $349K. The position accounts for 0.16% of the portfolio, ranked #89.

Birch Financial Group first reported a position in CSCO in Q2 2025 and has held it in 6 quarters since. The position peaked at $380K in Q2 2026. 2,616 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Birch Financial Group held 3,245 shares of Cisco worth $349K as of Q3 2026.
  • Birch Financial Group bought 14 Cisco shares in Q3 2026, an estimated $1.58K.
  • Cisco made up 0.16% of Birch Financial Group's portfolio in Q3 2026, its #89 holding.
  • Birch Financial Group first reported a position in Cisco in Q2 2025 and has held it in 6 quarters since.
  • Birch Financial Group's Cisco position peaked at $380K in Q2 2026.
  • 2,616 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.