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Burney Company’s Adtran ADTN Stock Holding History

Burney Company’s Portfolio ADTN Stock Details ADTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Buy
+93,597
New +$1.46M 0.04% 310

Other funds holding ADTN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Burney Company's ADTN Position: Q2 2026 in Review

Burney Company opened a new position in Adtran (ADTN) in Q2 2026: 93,597 shares worth $1.3M. The stake represents 0.04% of the portfolio and ranks #310 among its holdings.

21 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

  • Burney Company held 93,597 shares of Adtran worth $1.3M as of Q2 2026.
  • Adtran was a new Burney Company position in Q2 2026.
  • Adtran made up 0.04% of Burney Company's portfolio in Q2 2026, its #310 holding.
  • 21 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.