WesBanco Bank’s Adams Diversified Equity Fund ADX Stock Holding History

WesBanco Bank’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	$454K	Buy	17,773 +3	+0%	+$74	0.01%	524
2026 Q1	$389K	Sell	17,770 -3,596	-17%	-$82.5K	0.01%	540
2025 Q4	$498K	Buy	21,366 +1,004	+5%	+$23K	0.01%	492
2025 Q3	$454K	Buy	20,362 +1,000	+5%	+$21.8K	0.01%	512
2025 Q2	$420K	Buy	19,362 +8,000	+70%	+$158K	0.01%	510
2025 Q1	$216K	Hold	11,362	–	–	0.01%	582
2024 Q4	$230K	Hold	11,362	–	–	0.01%	574
2024 Q3	$245K	Sell	11,362 -4,014	-26%	-$85.4K	0.01%	558
2024 Q2	$330K	Hold	15,376	–	–	0.01%	476
2024 Q1	$300K	Hold	15,376	–	–	0.01%	497
2023 Q4	$272K	Hold	15,376	–	–	0.02%	336
2023 Q3	$256K	Hold	15,376	–	–	0.01%	502
2023 Q2	$258K	Hold	15,376	–	–	0.01%	513
2023 Q1	$239K	Hold	15,376	–	–	0.01%	531
2022 Q4	$224K	Hold	15,376	–	–	0.01%	535
2022 Q3	$224K	Hold	15,376	–	–	0.02%	335
2022 Q2	$236K	Hold	15,376	–	–	0.01%	511
2022 Q1	$284K	Hold	15,376	–	–	0.01%	501
2021 Q4	$299K	Hold	15,376	–	–	0.01%	500
2021 Q3	$304K	Hold	15,376	–	–	0.01%	501
2021 Q2	$304K	Sell	15,376 -2,230	-13%	-$42.8K	0.01%	505
2021 Q1	$321K	Buy	+17,606	New	+$313K	0.01%	463
2020 Q3	$285K	Hold	17,606	–	–	0.01%	433
2020 Q2	$262K	Sell	17,606 -1,084	-6%	-$15.4K	0.01%	445
2020 Q1	$236K	Sell	18,690 -337	-2%	-$5.01K	0.01%	432
2019 Q4	$300K	Hold	19,027	–	–	0.01%	435
2019 Q3	$301K	Hold	19,027	–	–	0.02%	434
2019 Q2	$295K	Hold	19,027	–	–	0.01%	441
2019 Q1	$275K	Hold	19,027	–	–	0.01%	453
2018 Q4	$240K	Hold	19,027	–	–	0.01%	428
2018 Q3	$318K	Hold	19,027	–	–	0.02%	440
2018 Q2	$293K	Hold	19,027	–	–	0.02%	454
2018 Q1	$281K	Buy	19,027 +637	+3%	+$9.78K	0.01%	452
2017 Q4	$277K	Hold	18,390	–	–	0.02%	354
2017 Q3	$280K	Sell	18,390 -433	-2%	-$6.38K	0.01%	437
2017 Q2	$269K	Hold	18,823	–	–	0.01%	432
2017 Q1	$258K	Hold	18,823	–	–	0.01%	426
2016 Q4	$239K	Hold	18,823	–	–	0.01%	440
2016 Q3	$248K	Hold	18,823	–	–	0.01%	427
2016 Q2	$239K	Sell	18,823 -2,200	-10%	-$27.9K	0.01%	436
2016 Q1	$266K	Hold	21,023	–	–	0.02%	400
2015 Q4	$270K	Hold	21,023	–	–	0.02%	403
2015 Q3	$268K	Sell	21,023 -186	-0.9%	-$2.53K	0.02%	400
2015 Q2	$296K	Sell	21,209 -1,500	-7%	-$21.2K	0.02%	412
2015 Q1	$317K	Sell	22,709 -3,463	-13%	-$47.9K	0.02%	404
2014 Q4	$358K	Hold	26,172	–	–	0.02%	388
2014 Q3	$365K	Hold	26,172	–	–	0.02%	387
2014 Q2	$360K	Hold	26,172	–	–	0.02%	383
2014 Q1	$340K	Sell	26,172 -763	-3%	-$9.77K	0.02%	398
2013 Q4	$352K	Sell	26,935 -4,463	-14%	-$56.9K	0.02%	390
2013 Q3	$389K	Sell	31,398 -6,581	-17%	-$80.9K	0.02%	378
2013 Q2	$455K	Buy	+37,979	New	+$454K	0.03%	338

Other funds holding ADX

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

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

GAI

General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WesBanco Bank's ADX Position: Q2 2026 in Review

WesBanco Bank increased its Adams Diversified Equity Fund (ADX) stake by 0.02% in Q2 2026, buying an estimated $74 and bringing the position to 17,773 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #524.

WesBanco Bank first reported a position in ADX in Q2 2013 and has held it in 52 quarters since. The position peaked at $498K in Q4 2025. 98 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

WesBanco Bank held 17,773 shares of Adams Diversified Equity Fund worth $454K as of Q2 2026.
WesBanco Bank bought 3 Adams Diversified Equity Fund shares in Q2 2026, an estimated $74.
Adams Diversified Equity Fund made up 0.01% of WesBanco Bank's portfolio in Q2 2026, its #524 holding.
WesBanco Bank first reported a position in Adams Diversified Equity Fund in Q2 2013 and has held it in 52 quarters since.
WesBanco Bank's Adams Diversified Equity Fund position peaked at $498K in Q4 2025.
98 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on WesBanco Bank's 13F filing for Q2 2026, filed 28 Jul 2026.