Whelan Financial
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Whelan Financial’s Cisco CSCO Stock Holding History

Whelan 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
Q3 		$637K Buy
5,919
+1,068
+22% +$120K 0.17% 52
2026
Q2 		$570K Buy
4,851
+165
+4% +$17.3K 0.16% 52
2026
Q1 		$364K Buy
4,686
+546
+13% +$42.7K 0.11% 63
2025
Q4 		$319K Sell
4,140
-118
-3% -$8.76K 0.1% 65
2025
Q3 		$291K Buy
4,258
+854
+25% +$58.2K 0.09% 67
2025
Q2 		$236K Buy
3,404
+161
+5% +$9.9K 0.09% 59
2025
Q1 		$200K Buy
+3,243
New +$200K 0.08% 61
2024
Q1 		– Sell
-4,284
Closed -$216K – 44
2023
Q4 		$216K Buy
4,284
+22
+0.5% +$1.12K 0.1% 35
2023
Q3 		$229K Buy
4,262
+75
+2% +$4.05K 0.12% 31
2023
Q2 		$217K Buy
4,187
+19
+0.5% +$935 0.11% 29
2023
Q1 		$218K Buy
+4,168
New +$204K 0.12% 29
2022
Q2 		– Sell
-3,796
Closed -$212K – 23
2022
Q1 		$212K Buy
3,796
+17
+0.4% +$962 0.13% 21
2021
Q4 		$239K Buy
3,779
+18
+0.5% +$1.03K 0.15% 14
2021
Q3 		$205K Buy
+3,761
New +$211K 0.19% 16

Other funds holding CSCO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

Whelan Financial's CSCO Position: Q3 2026 in Review

Whelan Financial increased its Cisco (CSCO) stake by 22% in Q3 2026, buying an estimated $120K and bringing the position to 5,919 shares worth $637K. The position accounts for 0.17% of the portfolio, ranked #52.

Whelan Financial first reported a position in CSCO in Q3 2021 and has held it in 14 quarters since. 2,135 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Whelan Financial held 5,919 shares of Cisco worth $637K as of Q3 2026.
  • Whelan Financial bought 1,068 Cisco shares in Q3 2026, an estimated $120K.
  • Cisco made up 0.17% of Whelan Financial's portfolio in Q3 2026, its #52 holding.
  • Whelan Financial first reported a position in Cisco in Q3 2021 and has held it in 14 quarters since.
  • 2,135 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.