Jones Financial Companies
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Jones Financial Companies’s Adtran ADTN Stock Holding History

Jones Financial Companies’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 		$7.44K Buy
551
+271
+97% +$4.23K ﹤0.01% 3908
2026
Q1 		$3.62K Buy
280
+129
+85% +$1.31K ﹤0.01% 3962
2025
Q4 		$1.31K Hold
151
– – ﹤0.01% 3951
2025
Q3 		$1.4K Hold
151
– – ﹤0.01% 3807
2025
Q2 		$1.34K Hold
151
– – ﹤0.01% 3586
2025
Q1 		$1.34K Buy
+151
New +$1.52K ﹤0.01% 3337

Other funds holding ADTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies's ADTN Position: Q2 2026 in Review

Jones Financial Companies increased its Adtran (ADTN) stake by 97% in Q2 2026, buying an estimated $4.23K and bringing the position to 551 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3908.

Jones Financial Companies first reported a position in ADTN in Q1 2025 and has held it in 6 quarters since. 250 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

  • Jones Financial Companies held 551 shares of Adtran worth $7.44K as of Q2 2026.
  • Jones Financial Companies bought 271 Adtran shares in Q2 2026, an estimated $4.23K.
  • Adtran made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3908 holding.
  • Jones Financial Companies first reported a position in Adtran in Q1 2025 and has held it in 6 quarters since.
  • 250 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.