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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
Q3 		$78.4K Buy
3,056
+1,656
+118% +$42.9K ﹤0.01% 3056
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

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors's ADX Position: Q3 2026 in Review

Farther Finance Advisors increased its Adams Diversified Equity Fund (ADX) stake by 118% in Q3 2026, buying an estimated $42.9K and bringing the position to 3,056 shares worth $78.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3056.

Farther Finance Advisors first reported a position in ADX in Q3 2024 and has held it in 9 quarters since. 13 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

  • Farther Finance Advisors held 3,056 shares of Adams Diversified Equity Fund worth $78.4K as of Q3 2026.
  • Farther Finance Advisors bought 1,656 Adams Diversified Equity Fund shares in Q3 2026, an estimated $42.9K.
  • Adams Diversified Equity Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3056 holding.
  • Farther Finance Advisors first reported a position in Adams Diversified Equity Fund in Q3 2024 and has held it in 9 quarters since.
  • 13 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.