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Post Resch Tallon Group’s Adams Diversified Equity Fund ADX Stock Holding History

Post Resch Tallon 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 		$256K Buy
9,980
+59
+0.6% +$1.53K 0.18% 101
2026
Q2 		$253K Buy
+9,921
New +$243K 0.18% 101

Other funds holding ADX

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 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
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
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Post Resch Tallon Group's ADX Position: Q3 2026 in Review

Post Resch Tallon Group increased its Adams Diversified Equity Fund (ADX) stake by 0.59% in Q3 2026, buying an estimated $1.53K and bringing the position to 9,980 shares worth $256K. The position accounts for 0.18% of the portfolio, ranked #101.

Post Resch Tallon Group first reported a position in ADX in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

  • Post Resch Tallon Group held 9,980 shares of Adams Diversified Equity Fund worth $256K as of Q3 2026.
  • Post Resch Tallon Group bought 59 Adams Diversified Equity Fund shares in Q3 2026, an estimated $1.53K.
  • Adams Diversified Equity Fund made up 0.18% of Post Resch Tallon Group's portfolio in Q3 2026, its #101 holding.
  • Post Resch Tallon Group first reported a position in Adams Diversified Equity Fund in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

Based on Post Resch Tallon Group's 13F filing for Q3 2026, filed 9 Oct 2026.