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SVB Wealth’s Adams Diversified Equity Fund ADX Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-1,657
Closed -$31.5K – 452
2025
Q1 		$31.5K Buy
+1,657
New +$33.3K ﹤0.01% 653

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

SVB Wealth's ADX Position: Q2 2025 in Review

SVB Wealth sold out of Adams Diversified Equity Fund (ADX) in Q2 2025, closing a stake of 1,657 shares — an estimated $31.5K sold.

SVB Wealth first reported a position in ADX in Q1 2025 and held it in 1 quarter. The position peaked at $31.5K in Q1 2025. 189 funds tracked by Wall St. Rank hold ADX as of Q2 2025.

  • SVB Wealth reported no remaining Adams Diversified Equity Fund position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,657 Adams Diversified Equity Fund shares in Q2 2025, an estimated $31.5K.
  • SVB Wealth first reported a position in Adams Diversified Equity Fund in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Adams Diversified Equity Fund position peaked at $31.5K in Q1 2025.
  • 189 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.