CIBC Private Wealth Group’s Adams Diversified Equity Fund ADX Stock Holding History

CIBC Private Wealth 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
2025 Q4	$23.7K	Sell	1,015 -7,942	-89%	-$182K	﹤0.01%	2110
2025 Q3	$200K	Buy	8,957 +7,981	+818%	+$174K	﹤0.01%	1180
2025 Q2	$21.2K	Buy	976 +975	+97,500%	+$19.2K	﹤0.01%	1991
2025 Q1	$17	Sell	1 -1,526	-100%	-$30.7K	﹤0.01%	3035
2024 Q4	$31.2K	Buy	+1,527	New	+$32.6K	﹤0.01%	1875
2018 Q1	–	Sell	-677	Closed	-$10K	–	1925
2017 Q4	$10K	Buy	+677	New	+$10.3K	﹤0.01%	1540

Other funds holding ADX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Private Wealth Group's ADX Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Adams Diversified Equity Fund (ADX) stake by 89% in Q4 2025, selling an estimated $182K and leaving 1,015 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

CIBC Private Wealth Group first reported a position in ADX in Q4 2017 and has held it in 6 quarters since. The position peaked at $200K in Q3 2025. 200 funds tracked by Wall St. Rank hold ADX as of Q4 2025.

CIBC Private Wealth Group held 1,015 shares of Adams Diversified Equity Fund worth $23.7K as of Q4 2025.
CIBC Private Wealth Group sold 7,942 Adams Diversified Equity Fund shares in Q4 2025, an estimated $182K.
Adams Diversified Equity Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2110 holding.
CIBC Private Wealth Group first reported a position in Adams Diversified Equity Fund in Q4 2017 and has held it in 6 quarters since.
CIBC Private Wealth Group's Adams Diversified Equity Fund position peaked at $200K in Q3 2025.
200 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.