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Cisco Systems shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of Cisco Systems (CSCO) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in Cisco Systems

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All positions including Cisco Systems held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cisco Systems by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $979k 20k 49.91
2023-09-30 $1.1M 20k 53.76
2023-06-30 $1.0M 20k 52.66
2023-03-31 $1.0M 20k 50.80
2022-12-31 $982k 20k 49.32

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Ishares Tr Core High Dv Etf (HDV)
Procter & Gamble Company (PG)
Meta Platforms Cl A (META)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ishares Tr Select Divid Etf (DVY)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

Top funds holding Cisco Systems

Vanguard Group
BlackRock
Geode Capital Management
Charles Schwab Investment Management
Bank of New York Mellon
Morgan Stanley
Bank of America Corporation
FMR
Wellington Management Company
Wells Fargo & Company
Legal & General Group
Northern Trust
UBS Group
Goldman Sachs Group
Ameriprise Financial

View all funds holding Cisco Systems