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

Larson 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	$23.2K	Buy	903 +17	+2%	+$440	﹤0.01%	2019
2026 Q2	$22.6K	Sell	886 -335	-27%	-$8.21K	﹤0.01%	1943
2026 Q1	$26.7K	Buy	1,221 +869	+247%	+$19.9K	﹤0.01%	1686
2025 Q4	$8.21K	Hold	352	–	–	﹤0.01%	2231
2025 Q3	$7.85K	Hold	352	–	–	﹤0.01%	2139
2025 Q2	$7.64K	Hold	352	–	–	﹤0.01%	1932
2025 Q1	$6.68K	Hold	352	–	–	﹤0.01%	1793
2024 Q4	$7.11K	Sell	352 -53	-13%	-$1.13K	﹤0.01%	1583
2024 Q3	$8.74K	Hold	405	–	–	﹤0.01%	1529
2024 Q2	$8.71K	Hold	405	–	–	﹤0.01%	1301
2024 Q1	$7.91K	Hold	405	–	–	﹤0.01%	1101
2023 Q4	$7.17K	Hold	405	–	–	﹤0.01%	1098
2023 Q3	$6.74K	Hold	405	–	–	﹤0.01%	1104
2023 Q2	$6.81K	Hold	405	–	–	﹤0.01%	1033
2023 Q1	$6.3K	Hold	405	–	–	﹤0.01%	1037
2022 Q4	$5.89K	Hold	405	–	–	﹤0.01%	996
2022 Q3	$6K	Hold	405	–	–	﹤0.01%	903
2022 Q2	$6K	Hold	405	–	–	﹤0.01%	814
2022 Q1	$7K	Hold	405	–	–	﹤0.01%	719
2021 Q4	$8K	Buy	+405	New	+$8.14K	﹤0.01%	715

Other funds holding ADX

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return

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

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

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

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

Larson Financial Group increased its Adams Diversified Equity Fund (ADX) stake by 1.9% in Q3 2026, buying an estimated $440 and bringing the position to 903 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Larson Financial Group first reported a position in ADX in Q4 2021 and has held it in 20 quarters since. The position peaked at $26.7K in Q1 2026. 153 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

Larson Financial Group held 903 shares of Adams Diversified Equity Fund worth $23.2K as of Q3 2026.
Larson Financial Group bought 17 Adams Diversified Equity Fund shares in Q3 2026, an estimated $440.
Adams Diversified Equity Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2019 holding.
Larson Financial Group first reported a position in Adams Diversified Equity Fund in Q4 2021 and has held it in 20 quarters since.
Larson Financial Group's Adams Diversified Equity Fund position peaked at $26.7K in Q1 2026.
153 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.