FFP
ADAM

FourThought Financial Partners’s Adamas Trust ADAM Stock Holding History

FourThought Financial Partners’s Portfolio ADAM Stock Details ADAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-41,787
Closed -$305K – 490
2025
Q4 		$305K Sell
41,787
-3,225
-7% -$22.9K 0.03% 326
2025
Q3 		$314K Buy
+45,012
New +$313K 0.03% 312

Other funds holding ADAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FourThought Financial Partners's ADAM Position: Q1 2026 in Review

FourThought Financial Partners sold out of Adamas Trust (ADAM) in Q1 2026, closing a stake of 41,787 shares — an estimated $305K sold.

FourThought Financial Partners first reported a position in ADAM in Q3 2025 and held it in 2 quarters. The position peaked at $314K in Q3 2025. 186 funds tracked by Wall St. Rank hold ADAM as of Q1 2026.

  • FourThought Financial Partners reported no remaining Adamas Trust position as of Q1 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 41,787 Adamas Trust shares in Q1 2026, an estimated $305K.
  • FourThought Financial Partners first reported a position in Adamas Trust in Q3 2025 and held it in 2 quarters.
  • FourThought Financial Partners's Adamas Trust position peaked at $314K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Adamas Trust as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.