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Bryn Mawr Capital Management’s Adams Diversified Equity Fund ADX Stock Holding History

Bryn Mawr Capital Management’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 		$282K Hold
11,052
– – 0.01% 383
2026
Q1 		$242K Buy
+11,052
New +$254K 0.01% 395

Other funds holding ADX

Lazard Asset Management
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
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

Bryn Mawr Capital Management's ADX Position: Q2 2026 in Review

Bryn Mawr Capital Management held its Adams Diversified Equity Fund (ADX) position steady in Q2 2026 at 11,052 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #383.

Bryn Mawr Capital Management first reported a position in ADX in Q1 2026 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Bryn Mawr Capital Management held 11,052 shares of Adams Diversified Equity Fund worth $282K as of Q2 2026.
  • Bryn Mawr Capital Management left its Adams Diversified Equity Fund share count unchanged in Q2 2026.
  • Adams Diversified Equity Fund made up 0.01% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #383 holding.
  • Bryn Mawr Capital Management first reported a position in Adams Diversified Equity Fund in Q1 2026 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.