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Founders Capital Management (Connecticut)’s Adams Diversified Equity Fund ADX Stock Holding History

Founders Capital Management (Connecticut)’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 		$316K Buy
12,372
+223
+2% +$5.46K 0.05% 70
2026
Q1 		$266K Buy
12,149
+103
+0.9% +$2.36K 0.04% 68
2025
Q4 		$281K Buy
12,046
+224
+2% +$5.13K 0.04% 71
2025
Q3 		$264K Buy
11,822
+229
+2% +$5K 0.04% 72
2025
Q2 		$252K Buy
11,593
+241
+2% +$4.75K 0.04% 73
2025
Q1 		$216K Buy
11,352
+236
+2% +$4.74K 0.04% 74
2024
Q4 		$225K Buy
11,116
+903
+9% +$19.3K 0.04% 71
2024
Q3 		$220K Sell
10,213
-235
-2% -$5K 0.04% 76
2024
Q2 		$225K Buy
+10,448
New +$208K 0.04% 76
2022
Q2 		– Sell
-11,473
Closed -$212K – 68
2022
Q1 		$212K Buy
11,473
+24
+0.2% +$437 0.05% 69
2021
Q4 		$222K Buy
11,449
+1,116
+11% +$22.4K 0.05% 64
2021
Q3 		$205K Buy
+10,333
New +$209K 0.05% 63

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
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

Founders Capital Management (Connecticut)'s ADX Position: Q2 2026 in Review

Founders Capital Management (Connecticut) increased its Adams Diversified Equity Fund (ADX) stake by 1.8% in Q2 2026, buying an estimated $5.46K and bringing the position to 12,372 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #70.

Founders Capital Management (Connecticut) first reported a position in ADX in Q3 2021 and has held it in 12 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Founders Capital Management (Connecticut) held 12,372 shares of Adams Diversified Equity Fund worth $316K as of Q2 2026.
  • Founders Capital Management (Connecticut) bought 223 Adams Diversified Equity Fund shares in Q2 2026, an estimated $5.46K.
  • Adams Diversified Equity Fund made up 0.05% of Founders Capital Management (Connecticut)'s portfolio in Q2 2026, its #70 holding.
  • Founders Capital Management (Connecticut) first reported a position in Adams Diversified Equity Fund in Q3 2021 and has held it in 12 quarters since.
  • 214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q2 2026, filed 20 Jul 2026.