PlanVest Financial’s Cisco CSCO Stock Holding History

PlanVest Financial’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	$367K	Buy	3,121 +6	+0.2%	+$627	0.24%	67
2026 Q1	$242K	Buy	+3,115	New	+$244K	0.18%	86

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PlanVest Financial's CSCO Position: Q2 2026 in Review

PlanVest Financial increased its Cisco (CSCO) stake by 0.19% in Q2 2026, buying an estimated $627 and bringing the position to 3,121 shares worth $367K. The position accounts for 0.24% of the portfolio, ranked #67.

PlanVest Financial first reported a position in CSCO in Q1 2026 and has held it in 2 quarters since. 3,921 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

PlanVest Financial held 3,121 shares of Cisco worth $367K as of Q2 2026.
PlanVest Financial bought 6 Cisco shares in Q2 2026, an estimated $627.
Cisco made up 0.24% of PlanVest Financial's portfolio in Q2 2026, its #67 holding.
PlanVest Financial first reported a position in Cisco in Q1 2026 and has held it in 2 quarters since.
3,921 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.