Crewe Advisors’s Adams Natural Resources Fund PEO Stock Holding History

Crewe 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
2025 Q4	–	Sell	-500	Closed	-$10.8K	–	1123
2025 Q3	$10.8K	Hold	500	–	–	﹤0.01%	619
2025 Q2	$10.7K	Hold	500	–	–	﹤0.01%	453
2025 Q1	$11.4K	Hold	500	–	–	﹤0.01%	416
2024 Q4	$10.9K	Buy	+500	New	+$11.4K	﹤0.01%	421

Other funds holding PEO

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $2.84B AUM 30.75% 1-Year Est. Return

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

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Basepoint Wealth Cedar Rapids, Iowa $175M AUM 43.04% 1-Year Est. Return

IFO

Intrepid Family Office Sarasota, Florida $124M AUM 37.91% 1-Year Est. Return

Crewe Advisors's PEO Position: Q4 2025 in Review

Crewe Advisors sold out of Adams Natural Resources Fund (PEO) in Q4 2025, closing a stake of 500 shares — an estimated $10.8K sold.

Crewe Advisors first reported a position in PEO in Q4 2024 and held it in 4 quarters. The position peaked at $11.4K in Q1 2025. 86 funds tracked by Wall St. Rank hold PEO as of Q4 2025.

Crewe Advisors reported no remaining Adams Natural Resources Fund position as of Q4 2025 after selling out during the quarter.
Crewe Advisors sold 500 Adams Natural Resources Fund shares in Q4 2025, an estimated $10.8K.
Crewe Advisors first reported a position in Adams Natural Resources Fund in Q4 2024 and held it in 4 quarters.
Crewe Advisors's Adams Natural Resources Fund position peaked at $11.4K in Q1 2025.
86 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q4 2025.

Based on Crewe Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.