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Financial Advocates Investment Management’s Cisco CSCO Stock Holding History

Financial Advocates Investment Management’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
2021
Q3 		– Sell
-47,519
Closed -$2.52M – 753
2021
Q2 		$2.52M Buy
+47,519
New +$2.5M 0.17% 146

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advocates Investment Management's CSCO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Cisco (CSCO) in Q3 2025, closing a stake of 27,031 shares — an estimated $1.88M sold.

Financial Advocates Investment Management first reported a position in CSCO in Q4 2017 and held it in 29 quarters. The position peaked at $3.25M in Q1 2023. 3,450 funds tracked by Wall St. Rank hold CSCO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Cisco position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 27,031 Cisco shares in Q3 2025, an estimated $1.88M.
  • Financial Advocates Investment Management first reported a position in Cisco in Q4 2017 and held it in 29 quarters.
  • Financial Advocates Investment Management's Cisco position peaked at $3.25M in Q1 2023.
  • 3,450 funds tracked by Wall St. Rank held Cisco as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.