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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Briaud Financial Planning's CSCO Position: Q2 2026 in Review

Briaud Financial Planning opened a new position in Cisco (CSCO) in Q2 2026: 2,429 shares worth $285K. The stake represents 0.08% of the portfolio and ranks #33 among its holdings. This is a return to the name: Briaud Financial Planning previously reported a position in CSCO as recently as Q2 2025.

Briaud Financial Planning first reported a position in CSCO in Q3 2023 and has held it in 8 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Briaud Financial Planning held 2,429 shares of Cisco worth $285K as of Q2 2026.
Cisco was a new Briaud Financial Planning position in Q2 2026.
Cisco made up 0.08% of Briaud Financial Planning's portfolio in Q2 2026, its #33 holding.
Briaud Financial Planning first reported a position in Cisco in Q3 2023 and has held it in 8 quarters since.
4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.