KFA
CSCO icon

Kapstone Financial Advisors’s Cisco CSCO Stock Holding History

Kapstone Financial Advisors’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 		$2.07M Buy
17,643
+887
+5% +$92.8K 0.87% 25
2026
Q1 		$1.3M Buy
16,756
+940
+6% +$73.6K 0.64% 32
2025
Q4 		$1.22M Buy
15,816
+275
+2% +$20.4K 0.61% 30
2025
Q3 		$1.06M Hold
15,541
– – 0.5% 29
2025
Q2 		$1.08M Sell
15,541
-300
-2% -$18.4K 0.54% 31
2025
Q1 		$978K Hold
15,841
– – 0.55% 34
2024
Q4 		$943K Sell
15,841
-840
-5% -$48K 0.5% 34
2024
Q3 		$884K Sell
16,681
-751
-4% -$36.5K 0.54% 34
2024
Q2 		$828K Sell
17,432
-2,183
-11% -$104K 0.54% 33
2024
Q1 		$979K Hold
19,615
– – 0.67% 30
2023
Q4 		$1.03M Sell
19,615
-57
-0.3% -$2.91K 0.8% 28
2023
Q3 		$1.06M Hold
19,672
– – 0.95% 24
2023
Q2 		$1.04M Sell
19,672
-244
-1% -$12K 0.86% 24
2023
Q1 		$1.01M Hold
19,916
– – 0.91% 24
2022
Q4 		$982K Buy
+19,916
New +$906K 0.89% 23

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kapstone Financial Advisors's CSCO Position: Q2 2026 in Review

Kapstone Financial Advisors increased its Cisco (CSCO) stake by 5.3% in Q2 2026, buying an estimated $92.8K and bringing the position to 17,643 shares worth $2.07M. The position accounts for 0.87% of the portfolio, ranked #25.

Kapstone Financial Advisors first reported a position in CSCO in Q4 2022 and has held it in 15 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Kapstone Financial Advisors held 17,643 shares of Cisco worth $2.07M as of Q2 2026.
  • Kapstone Financial Advisors bought 887 Cisco shares in Q2 2026, an estimated $92.8K.
  • Cisco made up 0.87% of Kapstone Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Kapstone Financial Advisors first reported a position in Cisco in Q4 2022 and has held it in 15 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.