BFG
ADP icon

Birch Financial Group’s Automatic Data Processing ADP Stock Holding History

Birch Financial Group’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Sell
1,096
-410
-27% -$87.6K 0.13% 114
2026
Q1 		$306K Buy
1,506
+176
+13% +$40.4K 0.18% 99
2025
Q4 		$342K Buy
1,330
+55
+4% +$14.6K 0.2% 93
2025
Q3 		$374K Sell
1,275
-170
-12% -$51.2K 0.22% 80
2025
Q2 		$446K Buy
1,445
+91
+7% +$28K 0.36% 63
2025
Q1 		$414K Buy
1,354
+17
+1% +$5.13K 0.37% 59
2024
Q4 		$391K Buy
+1,337
New +$395K 0.44% 49

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Birch Financial Group's ADP Position: Q2 2026 in Review

Birch Financial Group reduced its Automatic Data Processing (ADP) stake by 27% in Q2 2026, selling an estimated $87.6K and leaving 1,096 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #114.

Birch Financial Group first reported a position in ADP in Q4 2024 and has held it in 7 quarters since. The position peaked at $446K in Q2 2025. 1,432 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Birch Financial Group held 1,096 shares of Automatic Data Processing worth $245K as of Q2 2026.
  • Birch Financial Group sold 410 Automatic Data Processing shares in Q2 2026, an estimated $87.6K.
  • Automatic Data Processing made up 0.13% of Birch Financial Group's portfolio in Q2 2026, its #114 holding.
  • Birch Financial Group first reported a position in Automatic Data Processing in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Automatic Data Processing position peaked at $446K in Q2 2025.
  • 1,432 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.