JKA
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Jones Kertz & Associates’s Cisco CSCO Stock Holding History

Jones Kertz & Associates’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 		$2.43M Sell
20,705
-4,190
-17% -$438K 1.12% 26
2026
Q1 		$1.93M Sell
24,895
-215
-0.9% -$16.8K 1.03% 29
2025
Q4 		$1.93M Buy
+25,110
New +$1.86M 0.99% 28

Other funds holding CSCO

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Jones Kertz & Associates's CSCO Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Cisco (CSCO) stake by 17% in Q2 2026, selling an estimated $438K and leaving 20,705 shares worth $2.43M. The position accounts for 1.12% of the portfolio, ranked #26.

Jones Kertz & Associates first reported a position in CSCO in Q4 2025 and has held it in 3 quarters since. 2,572 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Jones Kertz & Associates held 20,705 shares of Cisco worth $2.43M as of Q2 2026.
  • Jones Kertz & Associates sold 4,190 Cisco shares in Q2 2026, an estimated $438K.
  • Cisco made up 1.12% of Jones Kertz & Associates's portfolio in Q2 2026, its #26 holding.
  • Jones Kertz & Associates first reported a position in Cisco in Q4 2025 and has held it in 3 quarters since.
  • 2,572 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.