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Carter Financial Group’s Cisco CSCO Stock Holding History

Carter 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 		$442K Buy
3,762
+961
+34% +$101K 0.23% 74
2026
Q1 		$217K Sell
2,801
-665
-19% -$52.1K 0.13% 109
2025
Q4 		$267K Sell
3,466
-562
-14% -$41.7K 0.16% 97
2025
Q3 		$276K Buy
+4,028
New +$275K 0.17% 90

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

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

Carter Financial Group increased its Cisco (CSCO) stake by 34% in Q2 2026, buying an estimated $101K and bringing the position to 3,762 shares worth $442K. The position accounts for 0.23% of the portfolio, ranked #74.

Carter Financial Group first reported a position in CSCO in Q3 2025 and has held it in 4 quarters since. 2,015 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Carter Financial Group held 3,762 shares of Cisco worth $442K as of Q2 2026.
  • Carter Financial Group bought 961 Cisco shares in Q2 2026, an estimated $101K.
  • Cisco made up 0.23% of Carter Financial Group's portfolio in Q2 2026, its #74 holding.
  • Carter Financial Group first reported a position in Cisco in Q3 2025 and has held it in 4 quarters since.
  • 2,015 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

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