Patriot Financial Group Insurance Agency’s Ciena CIEN Stock Holding History

Patriot Financial Group Insurance Agency’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	$358K	Sell	730 -740	-50%	-$377K	0.04%	368
2026 Q1	$571K	Buy	+1,470	New	+$450K	0.03%	406
2022 Q3	–	Sell	-41	Closed	-$2K	–	664
2022 Q2	$2K	Sell	41 -7	-15%	-$363	﹤0.01%	1726
2022 Q1	$3K	Buy	48 +47	+4,700%	+$3.08K	﹤0.01%	1750
2021 Q4	$0	Hold	1	–	–	﹤0.01%	2155
2021 Q3	$0	Sell	1 -2	-67%	-$111	﹤0.01%	2153
2021 Q2	$0	Sell	3 -363	-99%	-$20K	﹤0.01%	2076
2021 Q1	$20K	Hold	366	–	–	﹤0.01%	1082
2020 Q4	$19K	Sell	366 -14,924	-98%	-$663K	﹤0.01%	989
2020 Q3	$607K	Sell	15,290 -3,750	-20%	-$197K	0.2%	109
2020 Q2	$1.03M	Buy	19,040 +17,140	+902%	+$852K	0.39%	52
2020 Q1	$76K	Buy	+1,900	New	+$78K	0.03%	366
2018 Q2	–	Sell	-44	Closed	-$1K	–	637
2018 Q1	$1K	Hold	44	–	–	﹤0.01%	900
2017 Q4	$1K	Sell	44 -15	-25%	-$318	﹤0.01%	885
2017 Q3	$1K	Hold	59	–	–	﹤0.01%	866
2017 Q2	$2K	Buy	+59	New	+$1.41K	﹤0.01%	820

Other funds holding CIEN

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CIEN Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Ciena (CIEN) stake by 50% in Q2 2026, selling an estimated $377K and leaving 730 shares worth $358K. The position accounts for 0.04% of the portfolio, ranked #368.

Patriot Financial Group Insurance Agency first reported a position in CIEN in Q2 2017 and has held it in 16 quarters since. The position peaked at $1.03M in Q2 2020. 598 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

Patriot Financial Group Insurance Agency held 730 shares of Ciena worth $358K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 740 Ciena shares in Q2 2026, an estimated $377K.
Ciena made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #368 holding.
Patriot Financial Group Insurance Agency first reported a position in Ciena in Q2 2017 and has held it in 16 quarters since.
Patriot Financial Group Insurance Agency's Ciena position peaked at $1.03M in Q2 2020.
598 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.