Root Financial Partners
CSCO icon

Root Financial Partners’s Cisco CSCO Stock Holding History

Root Financial Partners’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 		$1.35M Buy
12,527
+1,451
+13% +$163K 0.05% 103
2026
Q2 		$1.3M Buy
11,076
+2,336
+27% +$244K 0.05% 100
2026
Q1 		$678K Buy
8,740
+1,134
+15% +$88.8K 0.03% 133
2025
Q4 		$586K Sell
7,606
-6
-0.1% -$445 0.03% 144
2025
Q3 		$521K Buy
7,612
+1,319
+21% +$89.9K 0.03% 138
2025
Q2 		$437K Buy
6,293
+850
+16% +$52.2K 0.04% 143
2025
Q1 		$336K Buy
5,443
+277
+5% +$17.1K 0.04% 144
2024
Q4 		$306K Buy
+5,166
New +$295K 0.04% 154

Other funds holding CSCO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Root Financial Partners's CSCO Position: Q3 2026 in Review

Root Financial Partners increased its Cisco (CSCO) stake by 13% in Q3 2026, buying an estimated $163K and bringing the position to 12,527 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #103.

Root Financial Partners first reported a position in CSCO in Q4 2024 and has held it in 8 quarters since. 1,772 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Root Financial Partners held 12,527 shares of Cisco worth $1.35M as of Q3 2026.
  • Root Financial Partners bought 1,451 Cisco shares in Q3 2026, an estimated $163K.
  • Cisco made up 0.05% of Root Financial Partners's portfolio in Q3 2026, its #103 holding.
  • Root Financial Partners first reported a position in Cisco in Q4 2024 and has held it in 8 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.