Hilltop National Bank’s Adams Diversified Equity Fund ADX Stock Holding History

Hilltop National Bank’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	$8.1K	Hold	317	–	–	﹤0.01%	690
2026 Q1	$6.94K	Hold	317	–	–	﹤0.01%	692
2025 Q4	$7.39K	Hold	317	–	–	﹤0.01%	677
2025 Q3	$7.07K	Hold	317	–	–	﹤0.01%	682
2025 Q2	$6.88K	Buy	+317	New	+$6.25K	﹤0.01%	673
2024 Q4	$6.4K	Hold	317	–	–	﹤0.01%	672
2024 Q3	$6.83K	Hold	317	–	–	﹤0.01%	699
2024 Q2	$6.81K	Hold	317	–	–	﹤0.01%	692
2024 Q1	$6.19K	Buy	+317	New	+$5.89K	﹤0.01%	674

Other funds holding ADX

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

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Walsh & Associates Sarasota, Florida $122M AUM

Hilltop National Bank's ADX Position: Q2 2026 in Review

Hilltop National Bank held its Adams Diversified Equity Fund (ADX) position steady in Q2 2026 at 317 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Hilltop National Bank first reported a position in ADX in Q1 2024 and has held it in 9 quarters since. 58 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Hilltop National Bank held 317 shares of Adams Diversified Equity Fund worth $8.1K as of Q2 2026.
Hilltop National Bank left its Adams Diversified Equity Fund share count unchanged in Q2 2026.
Adams Diversified Equity Fund made up ﹤0.01% of Hilltop National Bank's portfolio in Q2 2026, its #690 holding.
Hilltop National Bank first reported a position in Adams Diversified Equity Fund in Q1 2024 and has held it in 9 quarters since.
58 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.