CSCO — Cisco Systems

Ownership history in SVB WEALTH LLC · 44 quarters on record

This page tracks every 13F SEC filing in which SVB WEALTH LLC reported a position in Cisco Systems (CSCO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

1.06% (2017 Q1)

Avg. % of fund

0.61%

First filed

2014 Q4

Last filed

2025 Q4

Quarters held

44

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	171,098	-29,910	-14.9%	0.78%	$13.2M	$76.62
2025 Q3	REDUCED	201,008	-12,780	-6.0%	0.74%	$13.8M	$67.65
2025 Q2	REDUCED	213,788	-117,351	-35.4%	0.79%	$14.8M	$68.19
2025 Q1	REDUCED	331,139	-76,763	-18.8%	0.84%	$20.4M	$60.25

% of Fund (quarterly) CSCO price (monthly, adj. close)

Other funds also holding CSCO

As of 2025 Q4 — sorted by position size

Nexus Investment Management ULC 3Y 7Y 6.76% PRENTISS SMITH & CO INC 3Y 7Y 6.44% MARINER INVESTMENT GROUP LLC 3Y 7Y 6.17% Harbor Island Capital LLC 3Y 7Y 6.08% Orca Wealth Management, LLC 4.68% MANAGED ASSET PORTFOLIOS, LLC 3Y 7Y 4.58% Sara-Bay Financial 3Y 4.52% Two Point Capital Management, Inc. 3Y 4.35% OAK ASSOCIATES LTD /OH/ 3Y 7Y 4.27% Westchester Capital Management, Inc. 3Y 7Y 4.01%

← Back to SVB WEALTH LLC Holdings