SignatureFD’s Adams Diversified Equity Fund ADX Stock Holding History

SignatureFD’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	$37K	Hold	1,440	–	–	﹤0.01%	2130
2026 Q2	$36.8K	Buy	+1,440	New	+$35.3K	﹤0.01%	2045
2022 Q3	–	Sell	-482	Closed	-$7K	–	3090
2022 Q2	$7K	Buy	+482	New	+$8K	﹤0.01%	2267
2016 Q4	–	Sell	-2,393	Closed	-$31K	–	248
2016 Q3	$31K	Hold	2,393	–	–	﹤0.01%	663
2016 Q2	$30K	Hold	2,393	–	–	﹤0.01%	602
2016 Q1	$30K	Hold	2,393	–	–	0.01%	556
2015 Q4	$31K	Buy	2,393 +140	+6%	+$1.84K	0.01%	458
2015 Q3	$29K	Hold	2,253	–	–	0.01%	443
2015 Q2	$31K	Hold	2,253	–	–	0.01%	396
2015 Q1	$31K	Sell	2,253 -1,000	-31%	-$13.8K	0.01%	367
2014 Q4	$45K	Buy	3,253 +145	+5%	+$2.01K	0.01%	308
2014 Q3	$43K	Hold	3,108	–	–	0.01%	271
2014 Q2	$43K	Hold	3,108	–	–	0.02%	264
2014 Q1	$40K	Buy	3,108 +2,108	+211%	+$27K	0.02%	228
2013 Q4	$13K	Hold	1,000	–	–	﹤0.01%	409
2013 Q3	$12K	Hold	1,000	–	–	0.01%	385
2013 Q2	$12K	Buy	+1,000	New	+$12K	0.01%	305

Other funds holding ADX

Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

SignatureFD's ADX Position: Q3 2026 in Review

SignatureFD held its Adams Diversified Equity Fund (ADX) position steady in Q3 2026 at 1,440 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

SignatureFD first reported a position in ADX in Q2 2013 and has held it in 17 quarters since. The position peaked at $45K in Q4 2014. 124 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

SignatureFD held 1,440 shares of Adams Diversified Equity Fund worth $37K as of Q3 2026.
SignatureFD left its Adams Diversified Equity Fund share count unchanged in Q3 2026.
Adams Diversified Equity Fund made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2130 holding.
SignatureFD first reported a position in Adams Diversified Equity Fund in Q2 2013 and has held it in 17 quarters since.
SignatureFD's Adams Diversified Equity Fund position peaked at $45K in Q4 2014.
124 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.