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SYM Financial Corp’s Ciena CIEN Stock Holding History

SYM Financial Corp’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 		$333K Sell
679
-42
-6% -$21.4K 0.03% 228
2026
Q1 		$280K Sell
721
-832
-54% -$254K 0.03% 238
2025
Q4 		$363K Buy
1,553
+73
+5% +$14.2K 0.04% 186
2025
Q3 		$216K Buy
+1,480
New +$151K 0.02% 299

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

SYM Financial Corp's CIEN Position: Q2 2026 in Review

SYM Financial Corp reduced its Ciena (CIEN) stake by 5.8% in Q2 2026, selling an estimated $21.4K and leaving 679 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #228.

SYM Financial Corp first reported a position in CIEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $363K in Q4 2025. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • SYM Financial Corp held 679 shares of Ciena worth $333K as of Q2 2026.
  • SYM Financial Corp sold 42 Ciena shares in Q2 2026, an estimated $21.4K.
  • Ciena made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #228 holding.
  • SYM Financial Corp first reported a position in Ciena in Q3 2025 and has held it in 4 quarters since.
  • SYM Financial Corp's Ciena position peaked at $363K in Q4 2025.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.