CIBC Private Wealth Group’s Adtran ADTN Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$12.2K	Buy	+1,400	New	+$12.2K	﹤0.01%	2351
2018 Q3	–	Sell	-202	Closed	-$3K	–	976
2018 Q2	$3K	Buy	+202	New	+$3.01K	﹤0.01%	1799
2018 Q1	–	Sell	-522	Closed	-$10K	–	1924
2017 Q4	$10K	Sell	522 -49,388	-99%	-$1.1M	﹤0.01%	1539
2017 Q3	$1.2M	Buy	+49,910	New	+$1.1M	0.01%	594

Other funds holding ADTN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

CIBC Private Wealth Group's ADTN Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Adtran (ADTN) in Q4 2025: 1,400 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #2351 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in ADTN as recently as Q2 2018.

CIBC Private Wealth Group first reported a position in ADTN in Q3 2017 and has held it in 4 quarters since. The position peaked at $1.2M in Q3 2017. 213 funds tracked by Wall St. Rank hold ADTN as of Q4 2025.

CIBC Private Wealth Group held 1,400 shares of Adtran worth $12.2K as of Q4 2025.
Adtran was a new CIBC Private Wealth Group position in Q4 2025.
Adtran made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2351 holding.
CIBC Private Wealth Group first reported a position in Adtran in Q3 2017 and has held it in 4 quarters since.
CIBC Private Wealth Group's Adtran position peaked at $1.2M in Q3 2017.
213 funds tracked by Wall St. Rank held Adtran as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.