First Command Advisory Services’s Adams Diversified Equity Fund ADX Stock Holding History

First Command Advisory Services’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 Q1	$96.8K	Hold	4,420	–	–	﹤0.01%	270
2025 Q4	$103K	Hold	4,420	–	–	﹤0.01%	235
2025 Q3	$98.6K	Hold	4,420	–	–	﹤0.01%	248
2025 Q2	$96K	Hold	4,420	–	–	﹤0.01%	230
2025 Q1	$83.9K	Hold	4,420	–	–	﹤0.01%	238
2024 Q4	$89.3K	Buy	+4,420	New	+$94.3K	﹤0.01%	229

Other funds holding ADX

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

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

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

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

Bensler Bellevue, Washington $969M AUM 20.69% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

First Command Advisory Services's ADX Position: Q1 2026 in Review

First Command Advisory Services held its Adams Diversified Equity Fund (ADX) position steady in Q1 2026 at 4,420 shares worth $96.8K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

First Command Advisory Services first reported a position in ADX in Q4 2024 and has held it in 6 quarters since. The position peaked at $103K in Q4 2025. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

First Command Advisory Services held 4,420 shares of Adams Diversified Equity Fund worth $96.8K as of Q1 2026.
First Command Advisory Services left its Adams Diversified Equity Fund share count unchanged in Q1 2026.
Adams Diversified Equity Fund made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #270 holding.
First Command Advisory Services first reported a position in Adams Diversified Equity Fund in Q4 2024 and has held it in 6 quarters since.
First Command Advisory Services's Adams Diversified Equity Fund position peaked at $103K in Q4 2025.
199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.