BFC Planning, Inc.’s Adams Diversified Equity Fund ADX Stock Holding History

BFC Planning, Inc.’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	$189K	Hold	7,384	–	–	0.01%	954
2026 Q1	$162K	Hold	7,384	–	–	0.01%	945
2025 Q4	$172K	Buy	7,384 +2,198	+42%	+$50.3K	0.01%	919
2025 Q3	$116K	Hold	5,186	–	–	0.01%	871
2025 Q2	$113K	Sell	5,186 -3,980	-43%	-$78.5K	0.01%	840
2025 Q1	$174K	Hold	9,166	–	–	0.02%	663
2024 Q4	$185K	Buy	+9,166	New	+$196K	0.02%	650

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 $1.06B AUM 29.38% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 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

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

BFC Planning, Inc.'s ADX Position: Q2 2026 in Review

BFC Planning, Inc. held its Adams Diversified Equity Fund (ADX) position steady in Q2 2026 at 7,384 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #954.

BFC Planning, Inc. first reported a position in ADX in Q4 2024 and has held it in 7 quarters since. 217 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

BFC Planning, Inc. held 7,384 shares of Adams Diversified Equity Fund worth $189K as of Q2 2026.
BFC Planning, Inc. left its Adams Diversified Equity Fund share count unchanged in Q2 2026.
Adams Diversified Equity Fund made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #954 holding.
BFC Planning, Inc. first reported a position in Adams Diversified Equity Fund in Q4 2024 and has held it in 7 quarters since.
217 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.