XML Financial’s Ciena CIEN Stock Holding History

XML 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	$510K	Buy	1,039 +85	+9%	+$43.3K	0.04%	278
2026 Q1	$370K	Buy	+954	New	+$292K	0.03%	302

Other funds holding CIEN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

XML Financial's CIEN Position: Q2 2026 in Review

XML Financial increased its Ciena (CIEN) stake by 8.9% in Q2 2026, buying an estimated $43.3K and bringing the position to 1,039 shares worth $510K. The position accounts for 0.04% of the portfolio, ranked #278.

XML Financial first reported a position in CIEN in Q1 2026 and has held it in 2 quarters since. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

XML Financial held 1,039 shares of Ciena worth $510K as of Q2 2026.
XML Financial bought 85 Ciena shares in Q2 2026, an estimated $43.3K.
Ciena made up 0.04% of XML Financial's portfolio in Q2 2026, its #278 holding.
XML Financial first reported a position in Ciena in Q1 2026 and has held it in 2 quarters since.
1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.