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Sequoia Financial Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Sequoia Financial Advisors’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
Q2 		$251K Buy
9,819
+676
+7% +$16.6K ﹤0.01% 1806
2026
Q1 		$200K Hold
9,143
– – ﹤0.01% 1798
2025
Q4 		$213K Hold
9,143
– – ﹤0.01% 1777
2025
Q3 		$204K Buy
+9,143
New +$200K ﹤0.01% 1622
2024
Q4 		– Sell
-11,482
Closed -$248K – 1350
2024
Q3 		$248K Buy
+11,482
New +$244K ﹤0.01% 1064

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Sequoia Financial Advisors's ADX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Adams Diversified Equity Fund (ADX) stake by 7.4% in Q2 2026, buying an estimated $16.6K and bringing the position to 9,819 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Sequoia Financial Advisors first reported a position in ADX in Q3 2024 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Sequoia Financial Advisors held 9,819 shares of Adams Diversified Equity Fund worth $251K as of Q2 2026.
  • Sequoia Financial Advisors bought 676 Adams Diversified Equity Fund shares in Q2 2026, an estimated $16.6K.
  • Adams Diversified Equity Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1806 holding.
  • Sequoia Financial Advisors first reported a position in Adams Diversified Equity Fund in Q3 2024 and has held it in 5 quarters since.
  • 214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.