SFS
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Sowell Financial Services’s Ciena CIEN Stock Holding History

Sowell Financial 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 		$482K Sell
983
-288
-23% -$147K 0.02% 666
2026
Q1 		$493K Sell
1,271
-489
-28% -$150K 0.02% 640
2025
Q4 		$412K Sell
1,760
-17
-1% -$3.3K 0.02% 713
2025
Q3 		$259K Sell
1,777
-1,039
-37% -$106K 0.01% 873
2025
Q2 		$229K Buy
+2,816
New +$202K 0.01% 901
2023
Q4 		– Sell
-10,224
Closed -$483K – 539
2023
Q3 		$483K Buy
+10,224
New +$451K 0.03% 402
2022
Q2 		– Sell
-10,735
Closed -$599K – 289
2022
Q1 		$599K Sell
10,735
-54,730
-84% -$3.58M 0.1% 124
2021
Q4 		$5.04M Buy
+65,465
New +$4.04M 0.29% 75
2021
Q3 		– Sell
-28,615
Closed -$1.63M – 484
2021
Q2 		$1.63M Sell
28,615
-814
-3% -$44.9K 0.11% 216
2021
Q1 		$1.55M Buy
29,429
+2,302
+8% +$124K 0.05% 296
2020
Q4 		$1.43M Buy
27,127
+6,331
+30% +$281K 0.06% 255
2020
Q3 		$825K Buy
20,796
+1,558
+8% +$82K 0.04% 342
2020
Q2 		$1.04M Hold
19,238
– – 0.06% 264
2020
Q1 		$766K Buy
19,238
+11,156
+138% +$458K 0.06% 296
2019
Q4 		$345K Buy
8,082
+1,663
+26% +$63.4K 0.03% 559
2019
Q3 		$252K Buy
+6,419
New +$269K 0.02% 576
2019
Q1 		$267K Buy
+7,158
New +$278K 0.03% 475
2018
Q3 		– Sell
-8,395
Closed -$219K – 379
2018
Q2 		$219K Buy
+8,395
New +$213K 0.05% 258
2017
Q1 		– Sell
-14,594
Closed -$374K – 305
2016
Q4 		$374K Buy
+14,594
New +$319K 0.13% 142

Other funds holding CIEN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sowell Financial Services's CIEN Position: Q2 2026 in Review

Sowell Financial Services reduced its Ciena (CIEN) stake by 23% in Q2 2026, selling an estimated $147K and leaving 983 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #666.

Sowell Financial Services first reported a position in CIEN in Q4 2016 and has held it in 19 quarters since. The position peaked at $5.04M in Q4 2021. 225 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Sowell Financial Services held 983 shares of Ciena worth $482K as of Q2 2026.
  • Sowell Financial Services sold 288 Ciena shares in Q2 2026, an estimated $147K.
  • Ciena made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #666 holding.
  • Sowell Financial Services first reported a position in Ciena in Q4 2016 and has held it in 19 quarters since.
  • Sowell Financial Services's Ciena position peaked at $5.04M in Q4 2021.
  • 225 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.