Regions Financial Corp’s Adams Diversified Equity Fund ADX Stock Holding History

Regions Financial Corp’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 Q1	$365K	Buy	16,667 +151	+0.9%	+$3.47K	﹤0.01%	690
2025 Q4	$385K	Sell	16,516 -815	-5%	-$18.7K	﹤0.01%	670
2025 Q3	$386K	Hold	17,331	–	–	﹤0.01%	673
2025 Q2	$376K	Sell	17,331 -109	-0.6%	-$2.15K	﹤0.01%	663
2025 Q1	$331K	Sell	17,440 -1	-0%	-$20	﹤0.01%	668
2024 Q4	$352K	Buy	17,441 +1,507	+9%	+$32.2K	﹤0.01%	653
2024 Q3	$344K	Buy	15,934 +322	+2%	+$6.85K	﹤0.01%	669
2024 Q2	$336K	Hold	15,612	–	–	﹤0.01%	655
2024 Q1	$305K	Sell	15,612 -195	-1%	-$3.62K	﹤0.01%	699
2023 Q4	$280K	Hold	15,807	–	–	﹤0.01%	719
2023 Q3	$263K	Hold	15,807	–	–	﹤0.01%	708
2023 Q2	$266K	Sell	15,807 -961	-6%	-$15.3K	﹤0.01%	719
2023 Q1	$261K	Hold	16,768	–	–	﹤0.01%	724
2022 Q4	$244K	Sell	16,768 -50	-0.3%	-$757	﹤0.01%	740
2022 Q3	$245K	Hold	16,818	–	–	﹤0.01%	722
2022 Q2	$258K	Hold	16,818	–	–	﹤0.01%	745
2022 Q1	$310K	Hold	16,818	–	–	﹤0.01%	750
2021 Q4	$326K	Hold	16,818	–	–	﹤0.01%	752
2021 Q3	$333K	Hold	16,818	–	–	﹤0.01%	728
2021 Q2	$332K	Sell	16,818 -1,291	-7%	-$24.8K	﹤0.01%	723
2021 Q1	$331K	Sell	18,109 -834	-4%	-$14.8K	﹤0.01%	686
2020 Q4	$328K	Hold	18,943	–	–	﹤0.01%	656
2020 Q3	$307K	Hold	18,943	–	–	﹤0.01%	632
2020 Q2	$282K	Hold	18,943	–	–	﹤0.01%	646
2020 Q1	$238K	Hold	18,943	–	–	﹤0.01%	655
2019 Q4	$299K	Buy	18,943 +295	+2%	+$4.69K	﹤0.01%	673
2019 Q3	$295K	Hold	18,648	–	–	﹤0.01%	651
2019 Q2	$288K	Hold	18,648	–	–	﹤0.01%	664
2019 Q1	$269K	Buy	18,648 +3,884	+26%	+$53.7K	﹤0.01%	696
2018 Q4	$186K	Buy	+14,764	New	+$217K	﹤0.01%	782
2015 Q1	–	Sell	-11,108	Closed	-$152K	–	916
2014 Q4	$152K	Hold	11,108	–	–	﹤0.01%	901
2014 Q3	$155K	Hold	11,108	–	–	﹤0.01%	1080
2014 Q2	$153K	Buy	+11,108	New	+$148K	﹤0.01%	1083

Other funds holding ADX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Regions Financial Corp's ADX Position: Q1 2026 in Review

Regions Financial Corp increased its Adams Diversified Equity Fund (ADX) stake by 0.91% in Q1 2026, buying an estimated $3.47K and bringing the position to 16,667 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Regions Financial Corp first reported a position in ADX in Q2 2014 and has held it in 33 quarters since. The position peaked at $386K in Q3 2025. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

Regions Financial Corp held 16,667 shares of Adams Diversified Equity Fund worth $365K as of Q1 2026.
Regions Financial Corp bought 151 Adams Diversified Equity Fund shares in Q1 2026, an estimated $3.47K.
Adams Diversified Equity Fund made up ﹤0.01% of Regions Financial Corp's portfolio in Q1 2026, its #690 holding.
Regions Financial Corp first reported a position in Adams Diversified Equity Fund in Q2 2014 and has held it in 33 quarters since.
Regions Financial Corp's Adams Diversified Equity Fund position peaked at $386K in Q3 2025.
199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on Regions Financial Corp's 13F filing for Q1 2026, filed 5 May 2026.