Putney Financial Group’s Cisco CSCO Stock Holding History

Putney Financial Group’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
2025 Q3	–	Sell	-1,659	Closed	-$115K	–	123
2025 Q2	$115K	Hold	1,659	–	–	0.12%	91
2025 Q1	$102K	Hold	1,659	–	–	0.11%	84
2024 Q4	$98.2K	Buy	+1,659	New	+$94.8K	0.09%	98

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Putney Financial Group's CSCO Position: Q3 2025 in Review

Putney Financial Group sold out of Cisco (CSCO) in Q3 2025, closing a stake of 1,659 shares — an estimated $115K sold.

Putney Financial Group first reported a position in CSCO in Q4 2024 and held it in 3 quarters. The position peaked at $115K in Q2 2025. 3,456 funds tracked by Wall St. Rank hold CSCO as of Q3 2025.

Putney Financial Group reported no remaining Cisco position as of Q3 2025 after selling out during the quarter.
Putney Financial Group sold 1,659 Cisco shares in Q3 2025, an estimated $115K.
Putney Financial Group first reported a position in Cisco in Q4 2024 and held it in 3 quarters.
Putney Financial Group's Cisco position peaked at $115K in Q2 2025.
3,456 funds tracked by Wall St. Rank held Cisco as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.