Briaud Financial Planning’s Cisco CSCO Stock Holding History

Briaud Financial Planning’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	$275K	Buy	2,553 +124	+5%	+$14K	0.06%	33
2026 Q2	$285K	Buy	+2,429	New	+$254K	0.08%	33
2025 Q3	–	Sell	-2,429	Closed	-$168K	–	86
2025 Q2	$168K	Hold	2,429	–	–	0.07%	49
2025 Q1	$149K	Hold	2,429	–	–	0.06%	45
2024 Q4	$143K	Buy	2,429 +529	+28%	+$30.2K	0.06%	41
2024 Q3	$101K	Hold	1,900	–	–	0.05%	41
2024 Q2	$90K	Hold	1,900	–	–	0.05%	40
2024 Q1	$95K	Buy	+1,900	New	+$94.8K	0.05%	40
2023 Q4	–	Sell	-95	Closed	-$5K	–	50
2023 Q3	$5K	Buy	+95	New	+$5.13K	﹤0.01%	115

Other funds holding CSCO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Briaud Financial Planning's CSCO Position: Q3 2026 in Review

Briaud Financial Planning increased its Cisco (CSCO) stake by 5.1% in Q3 2026, buying an estimated $14K and bringing the position to 2,553 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #33.

Briaud Financial Planning first reported a position in CSCO in Q3 2023 and has held it in 9 quarters since. The position peaked at $285K in Q2 2026. 1,318 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

Briaud Financial Planning held 2,553 shares of Cisco worth $275K as of Q3 2026.
Briaud Financial Planning bought 124 Cisco shares in Q3 2026, an estimated $14K.
Cisco made up 0.06% of Briaud Financial Planning's portfolio in Q3 2026, its #33 holding.
Briaud Financial Planning first reported a position in Cisco in Q3 2023 and has held it in 9 quarters since.
Briaud Financial Planning's Cisco position peaked at $285K in Q2 2026.
1,318 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.