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Allegiance Financial Group Advisory Services’s Ciena CIEN Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio CIEN Stock Details CIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,148
Closed -$446K – 213
2026
Q1 		$446K Buy
1,148
+29
+3% +$8.87K 0.09% 90
2025
Q4 		$262K Buy
+1,119
New +$217K 0.06% 148

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allegiance Financial Group Advisory Services's CIEN Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services sold out of Ciena (CIEN) in Q2 2026, closing a stake of 1,148 shares — an estimated $446K sold.

Allegiance Financial Group Advisory Services first reported a position in CIEN in Q4 2025 and held it in 2 quarters. The position peaked at $446K in Q1 2026. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Allegiance Financial Group Advisory Services reported no remaining Ciena position as of Q2 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 1,148 Ciena shares in Q2 2026, an estimated $446K.
  • Allegiance Financial Group Advisory Services first reported a position in Ciena in Q4 2025 and held it in 2 quarters.
  • Allegiance Financial Group Advisory Services's Ciena position peaked at $446K in Q1 2026.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.