Carter Financial Group
CSCO icon

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
Q3 		$398K Sell
3,696
-66
-2% -$7.44K 0.2% 84
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

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

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

Carter Financial Group reduced its Cisco (CSCO) stake by 1.8% in Q3 2026, selling an estimated $7.44K and leaving 3,696 shares worth $398K. The position accounts for 0.2% of the portfolio, ranked #84.

Carter Financial Group first reported a position in CSCO in Q3 2025 and has held it in 5 quarters since. The position peaked at $442K in Q2 2026. 2,663 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Carter Financial Group held 3,696 shares of Cisco worth $398K as of Q3 2026.
  • Carter Financial Group sold 66 Cisco shares in Q3 2026, an estimated $7.44K.
  • Cisco made up 0.2% of Carter Financial Group's portfolio in Q3 2026, its #84 holding.
  • Carter Financial Group first reported a position in Cisco in Q3 2025 and has held it in 5 quarters since.
  • Carter Financial Group's Cisco position peaked at $442K in Q2 2026.
  • 2,663 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.