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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Cisco CSCO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$1.13M Buy
9,641
+63
+0.7% +$6.59K 0.31% 49
2026
Q1 		$743K Sell
9,578
-61
-0.6% -$4.78K 0.22% 72
2025
Q4 		$743K Buy
9,639
+7,087
+278% +$526K 0.22% 67
2025
Q3 		$175K Sell
2,552
-293
-10% -$20K 0.06% 158
2025
Q2 		$197K Buy
2,845
+284
+11% +$17.5K 0.07% 143
2025
Q1 		$158K Sell
2,561
-100
-4% -$6.16K 0.06% 155
2024
Q4 		$158K Buy
2,661
+65
+3% +$3.71K 0.06% 152
2024
Q3 		$138K Buy
2,596
+10
+0.4% +$486 0.07% 122
2024
Q2 		$123K Buy
2,586
+1,231
+91% +$58.4K 0.07% 132
2024
Q1 		$67.6K Hold
1,355
– – 0.04% 174
2023
Q4 		$68.5K Hold
1,355
– – 0.04% 160
2023
Q3 		$72.8K Hold
1,355
– – 0.05% 147
2023
Q2 		$70.1K Sell
1,355
-4,066
-75% -$200K 0.05% 149
2023
Q1 		$283K Sell
5,421
-311
-5% -$15.2K 0.22% 61
2022
Q4 		$273K Buy
+5,732
New +$261K 0.23% 58

Other funds holding CSCO

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CSCO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Cisco (CSCO) stake by 0.66% in Q2 2026, buying an estimated $6.59K and bringing the position to 9,641 shares worth $1.13M. The position accounts for 0.31% of the portfolio, ranked #49.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CSCO in Q4 2022 and has held it in 15 quarters since. 2,743 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 9,641 shares of Cisco worth $1.13M as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 63 Cisco shares in Q2 2026, an estimated $6.59K.
  • Cisco made up 0.31% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #49 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Cisco in Q4 2022 and has held it in 15 quarters since.
  • 2,743 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.