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Patriot Financial Group Insurance Agency’s Cisco CSCO Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.1M Sell
9,806
-10,574
-52% -$1.11M 0.11% 206
2026
Q1 		$1.58M Sell
20,380
-4,136
-17% -$324K 0.09% 240
2025
Q4 		$1.89M Buy
24,516
+16,963
+225% +$1.26M 0.22% 121
2025
Q3 		$517K Sell
7,553
-1,273
-14% -$86.8K 0.07% 278
2025
Q2 		$612K Buy
8,826
+635
+8% +$39K 0.07% 279
2025
Q1 		$505K Buy
8,191
+1,563
+24% +$96.2K 0.07% 292
2024
Q4 		$392K Buy
6,628
+66
+1% +$3.77K 0.05% 323
2024
Q3 		$349K Sell
6,562
-5,469
-45% -$266K 0.05% 353
2024
Q2 		$572K Sell
12,031
-2,720
-18% -$129K 0.08% 256
2024
Q1 		$736K Buy
14,751
+1
+0% +$50 0.12% 197
2023
Q4 		$745K Buy
14,750
+92
+0.6% +$4.7K 0.14% 173
2023
Q3 		$788K Buy
14,658
+1,224
+9% +$66K 0.16% 162
2023
Q2 		$695K Buy
13,434
+395
+3% +$19.4K 0.13% 183
2023
Q1 		$682K Sell
13,039
-2,326
-15% -$114K 0.14% 173
2022
Q4 		$732K Buy
15,365
+297
+2% +$13.5K 0.1% 145
2022
Q3 		$603K Buy
15,068
+214
+1% +$9.49K 0.15% 169
2022
Q2 		$633K Buy
14,854
+441
+3% +$21.1K 0.13% 168
2022
Q1 		$804K Sell
14,413
-4,187
-23% -$237K 0.14% 163
2021
Q4 		$1.18M Sell
18,600
-1,603
-8% -$91.6K 0.2% 120
2021
Q3 		$1.1M Sell
20,203
-151
-0.7% -$8.47K 0.2% 122
2021
Q2 		$1.08M Sell
20,354
-120
-0.6% -$6.31K 0.2% 121
2021
Q1 		$1.06M Sell
20,474
-5,138
-20% -$241K 0.24% 101
2020
Q4 		$1.15M Sell
25,612
-9,347
-27% -$384K 0.29% 76
2020
Q3 		$1.38M Sell
34,959
-1,432
-4% -$62.4K 0.45% 41
2020
Q2 		$1.7M Buy
36,391
+10,805
+42% +$474K 0.65% 20
2020
Q1 		$1.01M Buy
25,586
+7,188
+39% +$315K 0.46% 42
2019
Q4 		$882K Buy
18,398
+99
+0.5% +$4.6K 0.33% 55
2019
Q3 		$904K Sell
18,299
-2,258
-11% -$117K 0.41% 44
2019
Q2 		$1.15M Sell
20,557
-307
-1% -$17K 0.49% 36
2019
Q1 		$1.13M Buy
20,864
+6,842
+49% +$332K 0.58% 30
2018
Q4 		$608K Sell
14,022
-1,319
-9% -$60.4K 0.4% 42
2018
Q3 		$746K Buy
15,341
+957
+7% +$43K 0.45% 31
2018
Q2 		$619K Sell
14,384
-3,172
-18% -$139K 0.66% 26
2018
Q1 		$720K Buy
17,556
+3,443
+24% +$146K 0.53% 36
2017
Q4 		$564K Buy
14,113
+4,453
+46% +$159K 0.42% 50
2017
Q3 		$326K Buy
9,660
+2,369
+32% +$75.4K 0.29% 68
2017
Q2 		$226K Buy
7,291
+2,781
+62% +$90.6K 0.24% 88
2017
Q1 		$149K Buy
4,510
+267
+6% +$8.66K 0.16% 114
2016
Q4 		$128K Buy
+4,243
New +$129K 0.18% 117

Other funds holding CSCO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CSCO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Cisco (CSCO) stake by 52% in Q2 2026, selling an estimated $1.11M and leaving 9,806 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #206.

Patriot Financial Group Insurance Agency first reported a position in CSCO in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.89M in Q4 2025. 2,260 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 9,806 shares of Cisco worth $1.1M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 10,574 Cisco shares in Q2 2026, an estimated $1.11M.
  • Cisco made up 0.11% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #206 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Cisco in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Cisco position peaked at $1.89M in Q4 2025.
  • 2,260 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.