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 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

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 $1.13B AUM 38.91% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Independent Financial Group's ADX Position: Q2 2026 in Review

Independent Financial Group reduced its Adams Diversified Equity Fund (ADX) stake by 11% in Q2 2026, selling an estimated $395K and leaving 129,156 shares worth $3.3M. The position accounts for 0.06% of the portfolio, ranked #324.

Independent Financial Group first reported a position in ADX in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.98M in Q3 2025. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Independent Financial Group held 129,156 shares of Adams Diversified Equity Fund worth $3.3M as of Q2 2026.
Independent Financial Group sold 16,107 Adams Diversified Equity Fund shares in Q2 2026, an estimated $395K.
Adams Diversified Equity Fund made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #324 holding.
Independent Financial Group first reported a position in Adams Diversified Equity Fund in Q2 2025 and has held it in 5 quarters since.
Independent Financial Group's Adams Diversified Equity Fund position peaked at $3.98M in Q3 2025.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.