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Adams Express Company shares owned by Sontag Advisory

Quarter-by-quarter ownership of Adams Express Company (ADX) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Adams Express Company

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All positions including Adams Express Company held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Adams Express Company by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 51k 21.89

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Aon Shs Cl A (AON)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Sontag Advisory

Top funds holding Adams Express Company

Lazard Asset Management
Raymond James Financial
Morgan Stanley
Cohen & Steers Capital Management
Bensler
Royal Bank of Canada
Blue Bell Private Wealth Management
Stifel Financial
Advisors Asset Management
LPL Financial
Allspring Global Investments Holdings
Waterfront Wealth
Ameriprise Financial
1607 Capital Partners
Hennion & Walsh Asset Management

View all funds holding Adams Express Company