ADX β€” ADAMS DIVERSIFIED EQUITY FD

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

AI Ownership Summary

StoneX Group Inc. reported ADAMS DIVERSIFIED EQUITY FD (ADX) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows ADX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ADX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was StoneX Group Inc.'s position in ADAMS DIVERSIFIED EQUITY FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ADX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How StoneX Group Inc. held ADX β€” position size vs. price
% of Fund (quarterly)    ADX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 24,059 +2,364 +10.9% 0.02% $537K 2025-11-14 $22.26
2025 Q2 ADDED 21,695 +4,895 +29.1% 0.02% $471K 2025-08-13 $21.18
2025 Q1 INITIATED 16,800 β€” β€” 0.02% $319K 2025-05-15 $18.94

FAQ About StoneX Group Inc. and ADX

These are the practical questions this page is built to answer before you even open the full history table.

How long has StoneX Group Inc. reported owning ADX?

StoneX Group Inc. reported ADX across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported ADX position in StoneX Group Inc.'s portfolio?

The largest reported portfolio weight for ADX was 0.02% in 2025 Q3.

What is the latest reported ADX position on this page?

The most recent filing on this page is 2025 Q3, when StoneX Group Inc. reported 24,059 shares, equal to 0.02% of portfolio, with an estimated market value of $537K.

What does the chart on this ADX ownership page compare?

The chart compares StoneX Group Inc.'s quarterly ADX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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