Cambridge Investment Research Advisors
PEO

Cambridge Investment Research Advisors’s Adams Natural Resources Fund PEO Stock Holding History

Cambridge Investment Research Advisors’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Buy
55,821
+20,357
+57% +$529K ﹤0.01% 1996
2026
Q1 		$986K Buy
35,464
+5,257
+17% +$133K ﹤0.01% 2179
2025
Q4 		$657K Buy
30,207
+1,016
+3% +$21.9K ﹤0.01% 2467
2025
Q3 		$628K Sell
29,191
-439
-1% -$9.47K ﹤0.01% 2455
2025
Q2 		$633K Buy
29,630
+1,103
+4% +$22.7K ﹤0.01% 2330
2025
Q1 		$651K Buy
28,527
+5,083
+22% +$114K ﹤0.01% 2200
2024
Q4 		$510K Buy
23,444
+1,475
+7% +$33.6K ﹤0.01% 2415
2024
Q3 		$491K Sell
21,969
-4,871
-18% -$109K ﹤0.01% 2431
2024
Q2 		$610K Buy
26,840
+309
+1% +$6.94K ﹤0.01% 2132
2024
Q1 		$589K Sell
26,531
-967
-4% -$19.7K ﹤0.01% 2152
2023
Q4 		$546K Buy
27,498
+4,464
+19% +$91.4K ﹤0.01% 2119
2023
Q3 		$512K Sell
23,034
-597
-3% -$12.9K ﹤0.01% 2058
2023
Q2 		$473K Buy
23,631
+12
+0.1% +$235 ﹤0.01% 2178
2023
Q1 		$467K Sell
23,619
-319
-1% -$6.58K ﹤0.01% 2135
2022
Q4 		$502K Buy
23,938
+3,647
+18% +$78.3K ﹤0.01% 2008
2022
Q3 		$380K Buy
20,291
+208
+1% +$4.11K ﹤0.01% 2161
2022
Q2 		$376K Sell
20,083
-885
-4% -$18.4K ﹤0.01% 2180
2022
Q1 		$422K Buy
+20,968
New +$391K ﹤0.01% 2242
2018
Q1 		– Sell
-119,988
Closed -$2.29M – 2214
2017
Q4 		$2.29M Buy
119,988
+36,415
+44% +$679K 0.03% 544
2017
Q3 		$1.58M Buy
+83,573
New +$1.5M 0.02% 621
2016
Q4 		– Sell
-26,278
Closed -$504K – 1790
2016
Q3 		$504K Buy
+26,278
New +$499K 0.01% 1030
2015
Q4 		– Sell
-13,805
Closed -$241K – 1606
2015
Q3 		$241K Buy
+13,805
New +$266K 0.01% 1142

Other funds holding PEO

ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 38.39% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $135M AUM 35.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors's PEO Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Adams Natural Resources Fund (PEO) stake by 57% in Q2 2026, buying an estimated $529K and bringing the position to 55,821 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Cambridge Investment Research Advisors first reported a position in PEO in Q3 2015 and has held it in 22 quarters since. The position peaked at $2.29M in Q4 2017. 100 funds tracked by Wall St. Rank hold PEO as of Q2 2026.

  • Cambridge Investment Research Advisors held 55,821 shares of Adams Natural Resources Fund worth $1.38M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 20,357 Adams Natural Resources Fund shares in Q2 2026, an estimated $529K.
  • Adams Natural Resources Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1996 holding.
  • Cambridge Investment Research Advisors first reported a position in Adams Natural Resources Fund in Q3 2015 and has held it in 22 quarters since.
  • Cambridge Investment Research Advisors's Adams Natural Resources Fund position peaked at $2.29M in Q4 2017.
  • 100 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.