StoneX Group’s Adams Diversified Equity Fund ADX Stock Holding History

StoneX Group’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	$248K	Sell	9,724 -2,880	-23%	-$70.6K	0.01%	960
2026 Q1	$276K	Buy	+12,604	New	+$289K	0.01%	613
2025 Q4	–	Sell	-24,059	Closed	-$537K	–	1089
2025 Q3	$537K	Buy	24,059 +2,364	+11%	+$51.6K	0.02%	511
2025 Q2	$471K	Buy	21,695 +4,895	+29%	+$96.5K	0.02%	527
2025 Q1	$319K	Buy	+16,800	New	+$337K	0.02%	611

Other funds holding ADX

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

StoneX Group's ADX Position: Q2 2026 in Review

StoneX Group reduced its Adams Diversified Equity Fund (ADX) stake by 23% in Q2 2026, selling an estimated $70.6K and leaving 9,724 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #960.

StoneX Group first reported a position in ADX in Q1 2025 and has held it in 5 quarters since. The position peaked at $537K in Q3 2025. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

StoneX Group held 9,724 shares of Adams Diversified Equity Fund worth $248K as of Q2 2026.
StoneX Group sold 2,880 Adams Diversified Equity Fund shares in Q2 2026, an estimated $70.6K.
Adams Diversified Equity Fund made up 0.01% of StoneX Group's portfolio in Q2 2026, its #960 holding.
StoneX Group first reported a position in Adams Diversified Equity Fund in Q1 2025 and has held it in 5 quarters since.
StoneX Group's Adams Diversified Equity Fund position peaked at $537K in Q3 2025.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.