UB
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UMB Bank’s Adtran ADTN Stock Holding History

UMB Bank’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 		– Sell
-2,200
Closed -$20.6K – 2281
2025
Q3 		$20.6K Hold
2,200
– – ﹤0.01% 1437
2025
Q2 		$19.7K Hold
2,200
– – ﹤0.01% 1379
2025
Q1 		$19.2K Buy
+2,200
New +$22.1K ﹤0.01% 1339
2023
Q3 		– Sell
-548
Closed -$5.77K – 1689
2023
Q2 		$5.77K Hold
548
– – ﹤0.01% 1391
2023
Q1 		$8.69K Hold
548
– – ﹤0.01% 1322
2022
Q4 		$10K Buy
+548
New +$11K ﹤0.01% 1295
2016
Q1 		– Sell
-18,025
Closed -$310K – 349
2015
Q4 		$310K Hold
18,025
– – 0.01% 284
2015
Q3 		$263K Hold
18,025
– – 0.02% 258
2015
Q2 		$293 Buy
+18,025
New +$309K 0.01% 265

Other funds holding ADTN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return