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Beta Wealth Group, Inc.

SEC CIK
0001594417
Latest filing
Jul 24, 2026

CSCO holding history

Cisco Systems, Inc. in every 13F filed by Beta Wealth Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSCO overviewAll 13F holders of CSCOFull Q2 2026 holdings

Shares (Q2 2026)
9,924
Value
$1.17M
% of portfolio
0.4%
Quarters held
17
Since Q1 2022
Holdings of CSCO by Beta Wealth Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,924$1.17M0.4%+298+3.1%AddedHolders
Q1 20269,626$746.9K0.3%+504+5.5%AddedHolders
Q4 20259,122$702.7K0.3%−497−5.2%ReducedHolders
Q3 20259,619$658.1K0.3%+387+4.2%AddedHolders
Q2 20259,232$640.5K0.2%−293−3.1%ReducedHolders
Q1 20259,525$587.8K0.2%+206+2.2%AddedHolders
Q4 20249,319$551.7K0.2%+200+2.2%AddedHolders
Q3 20249,119$485.3K0.2%+407+4.7%AddedHolders
Q2 20248,712$413.9K0.2%+202+2.4%AddedHolders
Q1 20248,510$424.8K0.2%+105+1.2%AddedHolders
Q4 20238,405$424.6K0.2%−95−1.1%ReducedHolders
Q3 20238,500$457.0K0.3%+2,900+51.8%AddedHolders
Q2 20235,600$289.7K0.2%+5,600NewHolders
Q1 20230$00.0%−5,600−100.0%Sold outHolders
Q4 20225,600$266.8K0.2%+400+7.7%AddedHolders
Q3 20225,200$208.0K0.1%−1,300−20.0%ReducedHolders
Q2 20226,500$277.0K0.2%00.0%UnchangedHolders
Q1 20226,500$362.0K0.2%+6,500NewHolders