Bryn Mawr Trust Advisors LLC Takes a Big Stake in Cisco Systems

Bryn Mawr Trust Advisors LLC purchased a significant stake in Cisco Systems, Inc. (CSCO) during the second quarter, according to its most recent 13F filing with the SEC.

The institutional investor bought approximately 359,682 shares of CSCO stock valued at around $42,248,000, which comprises about 1.8% of Bryn Mawr Trust Advisors LLC's portfolio and makes it the company's 9th biggest holding.

This is not an isolated instance; other large investors have also modified their stakes in Cisco Systems during the fourth quarter. Norges Bank purchased a new stake valued at around $4,473,272,000, while Auto Owners Insurance Co increased its position by 8,718.3% and now owns over 51 million shares.

Cisco Systems has reported impressive earnings results, with revenue up 18% year-over-year in fiscal Q4 and adjusted EPS of $1.22 exceeding expectations. The company forecasts approximately 15% revenue growth for fiscal 2027, driven by hyperscaler spending and data-center switching upgrades.