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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
Q2 		$280K Buy
+2,385
New +$249K 0.25% 48

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

OFC Financial Planning's CSCO Position: Q2 2026 in Review

OFC Financial Planning opened a new position in Cisco (CSCO) in Q2 2026: 2,385 shares worth $280K. The stake represents 0.25% of the portfolio and ranks #48 among its holdings.

2,800 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • OFC Financial Planning held 2,385 shares of Cisco worth $280K as of Q2 2026.
  • Cisco was a new OFC Financial Planning position in Q2 2026.
  • Cisco made up 0.25% of OFC Financial Planning's portfolio in Q2 2026, its #48 holding.
  • 2,800 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.