Root Financial Partners’s Adams Diversified Equity Fund ADX Stock Holding History

Root Financial Partners’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	$1.77K	Buy	+81	New	+$1.86K	﹤0.01%	2367

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 $1.13B AUM 38.91% 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

Root Financial Partners's ADX Position: Q1 2026 in Review

Root Financial Partners opened a new position in Adams Diversified Equity Fund (ADX) in Q1 2026: 81 shares worth $1.77K. The stake represents ﹤0.01% of the portfolio and ranks #2367 among its holdings.

199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

Root Financial Partners held 81 shares of Adams Diversified Equity Fund worth $1.77K as of Q1 2026.
Adams Diversified Equity Fund was a new Root Financial Partners position in Q1 2026.
Adams Diversified Equity Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2367 holding.
199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.