Root Financial Partners
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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
Q3 		$2.08K Buy
+81
New +$2.1K ﹤0.01% 2624
2026
Q2 		– Sell
-81
Closed -$1.77K – 457
2026
Q1 		$1.77K Buy
+81
New +$1.86K ﹤0.01% 2367

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Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
Waterfront Wealth
Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
General American Investors
General American Investors New York $1.71B AUM 30.1% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Root Financial Partners's ADX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Adams Diversified Equity Fund (ADX) in Q3 2026: 81 shares worth $2.08K. The stake represents ﹤0.01% of the portfolio and ranks #2624 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ADX as recently as Q1 2026.

Root Financial Partners first reported a position in ADX in Q1 2026 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

  • Root Financial Partners held 81 shares of Adams Diversified Equity Fund worth $2.08K as of Q3 2026.
  • Adams Diversified Equity Fund was a new Root Financial Partners position in Q3 2026.
  • Adams Diversified Equity Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2624 holding.
  • Root Financial Partners first reported a position in Adams Diversified Equity Fund in Q1 2026 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.