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Financial Symmetry’s Cisco CSCO Stock Holding History

Financial Symmetry’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 		$1.1M Sell
9,333
-231
-2% -$24.2K 0.37% 23
2026
Q1 		$875K Buy
9,564
+94
+1% +$7.36K 0.31% 26
2025
Q4 		$729K Sell
9,470
-1,611
-15% -$120K 0.3% 27
2025
Q3 		$758K Buy
11,081
+288
+3% +$19.6K 0.34% 23
2025
Q2 		$749K Buy
10,793
+3,197
+42% +$196K 0.39% 21
2025
Q1 		$469K Buy
7,596
+872
+13% +$53.7K 0.29% 27
2024
Q4 		$398K Sell
6,724
-830
-11% -$47.4K 0.27% 29
2024
Q3 		$402K Buy
7,554
+77
+1% +$3.75K 0.28% 29
2024
Q2 		$355K Sell
7,477
-6
-0.1% -$285 0.28% 27
2024
Q1 		$373K Sell
7,483
-494
-6% -$24.6K 0.33% 24
2023
Q4 		$403K Buy
+7,977
New +$408K 0.4% 21

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
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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Financial Symmetry's CSCO Position: Q2 2026 in Review

Financial Symmetry reduced its Cisco (CSCO) stake by 2.4% in Q2 2026, selling an estimated $24.2K and leaving 9,333 shares worth $1.1M. The position accounts for 0.37% of the portfolio, ranked #23.

Financial Symmetry first reported a position in CSCO in Q4 2023 and has held it in 11 quarters since. 1,888 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Financial Symmetry held 9,333 shares of Cisco worth $1.1M as of Q2 2026.
  • Financial Symmetry sold 231 Cisco shares in Q2 2026, an estimated $24.2K.
  • Cisco made up 0.37% of Financial Symmetry's portfolio in Q2 2026, its #23 holding.
  • Financial Symmetry first reported a position in Cisco in Q4 2023 and has held it in 11 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.