Jeff Yass’s Adams Diversified Equity Fund ADX Stock Holding History

Jeff Yass’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	–	Sell	-16,315	Closed	-$357K	–	13298
2026 Q1	$357K	Buy	+16,315	New	+$374K	﹤0.01%	10480
2019 Q3	–	Sell	-14,192	Closed	-$219K	–	10087
2019 Q2	$219K	Buy	+14,192	New	+$213K	﹤0.01%	8950
2019 Q1	–	Sell	-14,092	Closed	-$178K	–	8720
2018 Q4	$178K	Buy	+14,092	New	+$207K	﹤0.01%	7843
2018 Q3	–	Sell	-69,241	Closed	-$1.07M	–	9107
2018 Q2	$1.07M	Buy	+69,241	New	+$1.05M	﹤0.01%	5197
2018 Q1	–	Sell	-25,714	Closed	-$386K	–	9228
2017 Q4	$386K	Buy	25,714 +8,892	+53%	+$136K	﹤0.01%	7123
2017 Q3	$256K	Buy	+16,822	New	+$248K	﹤0.01%	7645

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

Jeff Yass's ADX Position: Q2 2026 in Review

Jeff Yass sold out of Adams Diversified Equity Fund (ADX) in Q2 2026, closing a stake of 16,315 shares — an estimated $357K sold.

Jeff Yass first reported a position in ADX in Q3 2017 and held it in 6 quarters. The position peaked at $1.07M in Q2 2018. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Jeff Yass reported no remaining Adams Diversified Equity Fund position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 16,315 Adams Diversified Equity Fund shares in Q2 2026, an estimated $357K.
Jeff Yass first reported a position in Adams Diversified Equity Fund in Q3 2017 and held it in 6 quarters.
Jeff Yass's Adams Diversified Equity Fund position peaked at $1.07M in Q2 2018.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.