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 Q3	$281K	Sell	1,089 -7	-0.6%	-$1.86K	0.13%	106
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Birch Financial Group's ADP Position: Q3 2026 in Review

Birch Financial Group reduced its Automatic Data Processing (ADP) stake by 0.64% in Q3 2026, selling an estimated $1.86K and leaving 1,089 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #106.

Birch Financial Group first reported a position in ADP in Q4 2024 and has held it in 8 quarters since. The position peaked at $446K in Q2 2025. 1,410 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

Birch Financial Group held 1,089 shares of Automatic Data Processing worth $281K as of Q3 2026.
Birch Financial Group sold 7 Automatic Data Processing shares in Q3 2026, an estimated $1.86K.
Automatic Data Processing made up 0.13% of Birch Financial Group's portfolio in Q3 2026, its #106 holding.
Birch Financial Group first reported a position in Automatic Data Processing in Q4 2024 and has held it in 8 quarters since.
Birch Financial Group's Automatic Data Processing position peaked at $446K in Q2 2025.
1,410 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.