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 Q2	$113K	Hold	4,420	–	–	﹤0.01%	286
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 $66.1B AUM 33.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

First Command Advisory Services's ADX Position: Q2 2026 in Review

First Command Advisory Services held its Adams Diversified Equity Fund (ADX) position steady in Q2 2026 at 4,420 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

First Command Advisory Services first reported a position in ADX in Q4 2024 and has held it in 7 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

First Command Advisory Services held 4,420 shares of Adams Diversified Equity Fund worth $113K as of Q2 2026.
First Command Advisory Services left its Adams Diversified Equity Fund share count unchanged in Q2 2026.
Adams Diversified Equity Fund made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #286 holding.
First Command Advisory Services first reported a position in Adams Diversified Equity Fund in Q4 2024 and has held it in 7 quarters since.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.