ADX — ADAMS DIVERSIFIED EQUITY FD

Ownership history in StoneX Group Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which StoneX Group Inc. reported a position in ADAMS DIVERSIFIED EQUITY FD (ADX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q3)
Avg. % of fund
0.02%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 24,059 +2,364 +10.9% 0.02% $537K $21.43
2025 Q2 ADDED 21,695 +4,895 +29.1% 0.02% $471K $20.43
2025 Q1 INITIATED 16,800 — — 0.02% $319K $17.44
% of Fund (quarterly)    ADX price (monthly, adj. close)

Other funds also holding ADX

As of 2025 Q4 — sorted by position size

INTREPID FAMILY OFFICE LLC 3Y 5.37% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 3.16% Bensler, LLC 3Y 2.31% Waterfront Wealth Inc. 3Y 1.7% Providence Wealth Advisors, LLC 3Y 7Y 1.45% DELTA CAPITAL MANAGEMENT LLC 3Y 7Y 1.38% ARQ WEALTH ADVISORS, LLC 3Y 1.31% Shaker Financial Services, LLC 3Y 7Y 1.22% FCA CORP /TX 3Y 7Y 1.15% Uncommon Cents Investing LLC 3Y 7Y 1.04%
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