Root Financial Partners
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Root Financial Partners’s Ciena CIEN Stock Holding History

Root Financial Partners’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
Q3 		$146K Sell
415
-112
-21% -$43.2K ﹤0.01% 571
2026
Q2 		$259K Buy
527
+157
+42% +$80.1K 0.01% 321
2026
Q1 		$144K Buy
370
+79
+27% +$24.2K 0.01% 429
2025
Q4 		$68.1K Sell
291
-18
-6% -$3.49K ﹤0.01% 605
2025
Q3 		$45K Buy
+309
New +$31.5K ﹤0.01% 705

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Root Financial Partners's CIEN Position: Q3 2026 in Review

Root Financial Partners reduced its Ciena (CIEN) stake by 21% in Q3 2026, selling an estimated $43.2K and leaving 415 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Root Financial Partners first reported a position in CIEN in Q3 2025 and has held it in 5 quarters since. The position peaked at $259K in Q2 2026. 548 funds tracked by Wall St. Rank hold CIEN as of Q3 2026.

  • Root Financial Partners held 415 shares of Ciena worth $146K as of Q3 2026.
  • Root Financial Partners sold 112 Ciena shares in Q3 2026, an estimated $43.2K.
  • Ciena made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #571 holding.
  • Root Financial Partners first reported a position in Ciena in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Ciena position peaked at $259K in Q2 2026.
  • 548 funds tracked by Wall St. Rank held Ciena as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.