OFC Financial Planning
CSCO icon

OFC Financial Planning’s Cisco CSCO Stock Holding History

OFC Financial Planning’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
Q3 		$257K Hold
2,385
– – 0.22% 48
2026
Q2 		$280K Buy
+2,385
New +$249K 0.25% 48

Other funds holding CSCO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

OFC Financial Planning's CSCO Position: Q3 2026 in Review

OFC Financial Planning held its Cisco (CSCO) position steady in Q3 2026 at 2,385 shares worth $257K. The position accounts for 0.22% of the portfolio, ranked #48.

OFC Financial Planning first reported a position in CSCO in Q2 2026 and has held it in 2 quarters since. The position peaked at $280K in Q2 2026. 3,593 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • OFC Financial Planning held 2,385 shares of Cisco worth $257K as of Q3 2026.
  • OFC Financial Planning left its Cisco share count unchanged in Q3 2026.
  • Cisco made up 0.22% of OFC Financial Planning's portfolio in Q3 2026, its #48 holding.
  • OFC Financial Planning first reported a position in Cisco in Q2 2026 and has held it in 2 quarters since.
  • OFC Financial Planning's Cisco position peaked at $280K in Q2 2026.
  • 3,593 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.