Benchmark Financial Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Benchmark Financial Wealth Advisors’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$267K	Hold	10,444	–	–	0.07%	117
2026 Q1	$229K	Buy	10,444 +207	+2%	+$4.75K	0.06%	120
2025 Q4	$239K	Buy	10,237 +202	+2%	+$4.63K	0.07%	107
2025 Q3	$224K	Buy	10,035 +206	+2%	+$4.5K	0.07%	107
2025 Q2	$213K	Buy	+9,829	New	+$194K	0.07%	107

Other funds holding ADX

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Benchmark Financial Wealth Advisors's ADX Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors held its Adams Diversified Equity Fund (ADX) position steady in Q2 2026 at 10,444 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #117.

Benchmark Financial Wealth Advisors first reported a position in ADX in Q2 2025 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Benchmark Financial Wealth Advisors held 10,444 shares of Adams Diversified Equity Fund worth $267K as of Q2 2026.
Benchmark Financial Wealth Advisors left its Adams Diversified Equity Fund share count unchanged in Q2 2026.
Adams Diversified Equity Fund made up 0.07% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #117 holding.
Benchmark Financial Wealth Advisors first reported a position in Adams Diversified Equity Fund in Q2 2025 and has held it in 5 quarters since.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.