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Farther Finance Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Farther Finance Advisors’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 		$35.5K Hold
1,400
– – ﹤0.01% 3526
2026
Q1 		$31.4K Hold
1,400
– – ﹤0.01% 3337
2025
Q4 		$32.6K Hold
1,400
– – ﹤0.01% 3099
2025
Q3 		$31.2K Hold
1,400
– – ﹤0.01% 2746
2025
Q2 		$30.4K Hold
1,400
– – ﹤0.01% 2411
2025
Q1 		$26.8K Hold
1,400
– – ﹤0.01% 2230
2024
Q4 		$28.3K Hold
1,400
– – ﹤0.01% 1929
2024
Q3 		$30.2K Buy
+1,400
New +$29.8K ﹤0.01% 1895

Other funds holding ADX

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
WA
Walsh & Associates Sarasota, Florida $122M AUM

Farther Finance Advisors's ADX Position: Q2 2026 in Review

Farther Finance Advisors held its Adams Diversified Equity Fund (ADX) position steady in Q2 2026 at 1,400 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3526.

Farther Finance Advisors first reported a position in ADX in Q3 2024 and has held it in 8 quarters since. 58 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Farther Finance Advisors held 1,400 shares of Adams Diversified Equity Fund worth $35.5K as of Q2 2026.
  • Farther Finance Advisors left its Adams Diversified Equity Fund share count unchanged in Q2 2026.
  • Adams Diversified Equity Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3526 holding.
  • Farther Finance Advisors first reported a position in Adams Diversified Equity Fund in Q3 2024 and has held it in 8 quarters since.
  • 58 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.