Pinnacle Wealth Planning Services
ADTN icon

Pinnacle Wealth Planning Services’s Adtran ADTN Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$2.47K Buy
361
+234
+184% +$2.08K ﹤0.01% 2444
2026
Q2 		$1.76K Buy
+127
New +$1.98K ﹤0.01% 2496
2021
Q1 		– Sell
-291
Closed -$4K – 366
2020
Q4 		$4K Buy
+291
New +$3.69K ﹤0.01% 1704

Other funds holding ADTN

CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Koesten Hirschmann & Crabtree
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Teza Capital Management
Teza Capital Management Chicago, Illinois $112M AUM 57.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's ADTN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Adtran (ADTN) stake by 184% in Q3 2026, buying an estimated $2.08K and bringing the position to 361 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

Pinnacle Wealth Planning Services first reported a position in ADTN in Q4 2020 and has held it in 3 quarters since. The position peaked at $4K in Q4 2020. 38 funds tracked by Wall St. Rank hold ADTN as of Q3 2026.

  • Pinnacle Wealth Planning Services held 361 shares of Adtran worth $2.47K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 234 Adtran shares in Q3 2026, an estimated $2.08K.
  • Adtran made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2444 holding.
  • Pinnacle Wealth Planning Services first reported a position in Adtran in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Adtran position peaked at $4K in Q4 2020.
  • 38 funds tracked by Wall St. Rank held Adtran as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.