Bessemer Group’s Adams Diversified Equity Fund ADX Stock Holding History

Bessemer Group’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	$295K	Buy	+11,530	New	+$283K	﹤0.01%	1306
2022 Q4	–	Sell	-1,536	Closed	-$22K	–	1846
2022 Q3	$22K	Buy	+1,536	New	+$24.8K	﹤0.01%	1340
2022 Q2	–	Sell	-2,280	Closed	-$42K	–	1858
2022 Q1	$42K	Buy	2,280 +2,004	+726%	+$36.5K	﹤0.01%	1111
2021 Q4	$5K	Buy	+276	New	+$5.55K	﹤0.01%	1556

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

Bessemer Group's ADX Position: Q2 2026 in Review

Bessemer Group opened a new position in Adams Diversified Equity Fund (ADX) in Q2 2026: 11,530 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #1306 among its holdings. This is a return to the name: Bessemer Group previously reported a position in ADX as recently as Q3 2022.

Bessemer Group first reported a position in ADX in Q4 2021 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Bessemer Group held 11,530 shares of Adams Diversified Equity Fund worth $295K as of Q2 2026.
Adams Diversified Equity Fund was a new Bessemer Group position in Q2 2026.
Adams Diversified Equity Fund made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1306 holding.
Bessemer Group first reported a position in Adams Diversified Equity Fund in Q4 2021 and has held it in 4 quarters since.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.