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Independent Financial Group’s Adams Diversified Equity Fund ADX Stock Holding History

Independent Financial Group’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
Q3 		$2.2M Sell
85,889
-43,267
-33% -$1.12M 0.04% 433
2026
Q2 		$3.3M Sell
129,156
-16,107
-11% -$395K 0.06% 324
2026
Q1 		$3.18M Buy
145,263
+518
+0.4% +$11.9K 0.07% 285
2025
Q4 		$3.38M Sell
144,745
-33,743
-19% -$773K 0.08% 247
2025
Q3 		$3.98M Buy
178,488
+26,282
+17% +$574K 0.1% 197
2025
Q2 		$3.3M Buy
+152,206
New +$3M 0.09% 217

Other funds holding ADX

SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Independent Financial Group's ADX Position: Q3 2026 in Review

Independent Financial Group reduced its Adams Diversified Equity Fund (ADX) stake by 33% in Q3 2026, selling an estimated $1.12M and leaving 85,889 shares worth $2.2M. The position accounts for 0.04% of the portfolio, ranked #433.

Independent Financial Group first reported a position in ADX in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.98M in Q3 2025. 16 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

  • Independent Financial Group held 85,889 shares of Adams Diversified Equity Fund worth $2.2M as of Q3 2026.
  • Independent Financial Group sold 43,267 Adams Diversified Equity Fund shares in Q3 2026, an estimated $1.12M.
  • Adams Diversified Equity Fund made up 0.04% of Independent Financial Group's portfolio in Q3 2026, its #433 holding.
  • Independent Financial Group first reported a position in Adams Diversified Equity Fund in Q2 2025 and has held it in 6 quarters since.
  • Independent Financial Group's Adams Diversified Equity Fund position peaked at $3.98M in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.