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Shum Financial Group’s Cisco CSCO Stock Holding History

Shum 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
2026
Q2 		$1.32M Sell
11,210
-69
-0.6% -$7.22K 0.79% 33
2026
Q1 		$875K Sell
11,279
-10
-0.1% -$783 0.62% 41
2025
Q4 		$870K Sell
11,289
-57
-0.5% -$4.23K 0.63% 46
2025
Q3 		$776K Buy
+11,346
New +$773K 0.58% 47
2025
Q1 		$1.04M Sell
16,857
-730
-4% -$44.9K 0.9% 39
2024
Q4 		$1.04M Sell
17,587
-668
-4% -$38.2K 0.9% 34
2024
Q3 		$1.03M Buy
+18,255
New +$888K 0.85% 39

Other funds holding CSCO

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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 22.96% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Shum Financial Group's CSCO Position: Q2 2026 in Review

Shum Financial Group reduced its Cisco (CSCO) stake by 0.61% in Q2 2026, selling an estimated $7.22K and leaving 11,210 shares worth $1.32M. The position accounts for 0.79% of the portfolio, ranked #33.

Shum Financial Group first reported a position in CSCO in Q3 2024 and has held it in 7 quarters since. 2,572 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Shum Financial Group held 11,210 shares of Cisco worth $1.32M as of Q2 2026.
  • Shum Financial Group sold 69 Cisco shares in Q2 2026, an estimated $7.22K.
  • Cisco made up 0.79% of Shum Financial Group's portfolio in Q2 2026, its #33 holding.
  • Shum Financial Group first reported a position in Cisco in Q3 2024 and has held it in 7 quarters since.
  • 2,572 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.