Essex Bank CSCO — CISCO

Ownership history in Essex Bank  ·  30 quarters on record

AI Ownership Summary

Essex Bank reported CISCO (CSCO) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.58% in 2026 Q1. The latest visible filing shows CSCO at 0.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Essex Bank's position in CISCO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CSCO was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CSCO stock page Essex Bank fund profile Essex Bank full holdings
How Essex Bank held CSCO — position size vs. price
% of Fund (quarterly)    CSCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 33,507 -427 -1.3% 0.58% $2.6M 2026-04-17 $86.25
2025 Q4 REDUCED — — — 33,934 -486 -1.4% 0.57% $2.6M 2026-02-02 $80.21
2025 Q3 REDUCED — — — 34,420 -306 -0.9% 0.53% $2.4M 2025-11-04 $71.55
2025 Q2 REDUCED — — — 34,726 -32 -0.1% 0.57% $2.4M 2025-07-11 $66.82
2025 Q1 REDUCED — — — 34,758 -754 -2.1% 0.53% $2.1M 2025-04-21 $53.15
2024 Q4 REDUCED — — — 35,512 -548 -1.5% 0.52% $2.1M 2025-01-14 $57.61
2024 Q3 REDUCED — — — 36,060 -1,306 -3.5% 0.48% $1.9M 2024-11-01 $53.53
2024 Q2 REDUCED — — — 37,366 -866 -2.3% 0.48% $1.8M 2024-07-23 $44.37
2024 Q1 UNCHANGED — — — 38,232 — 0% 0.56% $1.9M 2024-04-22 $45.68
2023 Q4 ADDED — — — 38,232 +602 +1.6% 0.56% $1.9M 2024-01-22 $48.54
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CSCO

As of 2026 Q1 — sorted by position size

Nexus Investment Management ULC 3Y 7Y 6.83% CFC Planning Co LLC 6.1% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 5.75% Two Point Capital Management, Inc. 3Y 4.66% Sara-Bay Financial 3Y 4.51% Orca Wealth Management, LLC 4.4% Axecap Investments, LLC 4.34% Randolph Co Inc 3Y 7Y 3.88% Guinness Asset Management LTD 3Y 7Y 3.83% Crescent Sterling, Ltd. 3Y 3.51%

FAQ About Essex Bank and CSCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Essex Bank reported owning CSCO?

Essex Bank reported CSCO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CSCO position in Essex Bank's portfolio?

The largest reported portfolio weight for CSCO was 0.58% in 2026 Q1.

What is the latest reported CSCO position on this page?

The most recent filing on this page is 2026 Q1, when Essex Bank reported 33,507 shares, equal to 0.58% of portfolio, with an estimated market value of $2.6M.

What does the chart on this CSCO ownership page compare?

The chart compares Essex Bank's quarterly CSCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Essex Bank time their CSCO position?

Based on 13F filing dates vs. subsequent CSCO price moves, Essex Bank correctly timed 10 out of 28 reported position changes (36%). The annualised alpha on CSCO relative to SPY over the holding period was -2.7%.

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