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Summit Financial’s Ciena CIEN Stock Holding History

Summit Financial’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 		$24M Buy
48,934
+39,925
+443% +$20.4M 0.26% 73
2026
Q1 		$3.5M Buy
9,009
+2,025
+29% +$619K 0.04% 416
2025
Q4 		$1.63M Sell
6,984
-10
-0.1% -$1.94K 0.02% 534
2025
Q3 		$1.02M Sell
6,994
-102
-1% -$10.4K 0.02% 652
2025
Q2 		$577K Buy
7,096
+273
+4% +$19.6K 0.01% 545
2025
Q1 		$412K Buy
6,823
+15
+0.2% +$1.19K 0.01% 557
2024
Q4 		$577K Buy
+6,808
New +$489K 0.02% 422

Other funds holding CIEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Summit Financial's CIEN Position: Q2 2026 in Review

Summit Financial increased its Ciena (CIEN) stake by 443% in Q2 2026, buying an estimated $20.4M and bringing the position to 48,934 shares worth $24M. The position accounts for 0.26% of the portfolio, ranked #73.

Summit Financial first reported a position in CIEN in Q4 2024 and has held it in 7 quarters since. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Summit Financial held 48,934 shares of Ciena worth $24M as of Q2 2026.
  • Summit Financial bought 39,925 Ciena shares in Q2 2026, an estimated $20.4M.
  • Ciena made up 0.26% of Summit Financial's portfolio in Q2 2026, its #73 holding.
  • Summit Financial first reported a position in Ciena in Q4 2024 and has held it in 7 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.