Sterling Manor Financial’s Adams Diversified Equity Fund ADX Stock Holding History

Sterling Manor Financial’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	$276K	Buy	+12,598	New	+$289K	0.17%	30

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 $802M AUM 22.13% 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

Sterling Manor Financial's ADX Position: Q1 2026 in Review

Sterling Manor Financial opened a new position in Adams Diversified Equity Fund (ADX) in Q1 2026: 12,598 shares worth $276K. The stake represents 0.17% of the portfolio and ranks #30 among its holdings.

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

Sterling Manor Financial held 12,598 shares of Adams Diversified Equity Fund worth $276K as of Q1 2026.
Adams Diversified Equity Fund was a new Sterling Manor Financial position in Q1 2026.
Adams Diversified Equity Fund made up 0.17% of Sterling Manor Financial's portfolio in Q1 2026, its #30 holding.
199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.