Pinion Investment Advisors, LLC

Position in ADX — Adams Diversified Equity Fund, Inc.

CIK 1738738 WICHITA, KS

Position in ADX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$239,965

+$34,375 QoQ

Shares Held

9,392

0.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#157

of 216 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pinion Investment Advisors, LLC holds $1,872,480 across 3 Asset Management names. ADX ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFG	Principal Financial Group Inc	9,885	$1,065,405
2	ARCC	Ares Capital Corp	30,605	$567,110
3	ADX	Adams Diversified Equity Fund, Inc. This page	9,392	$239,965

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,965	9,392	0.0%	Shares	Sole	2026-08-06
2026-03-31	$205,590	9,392	0.0%	Shares	Sole	2026-04-24
2025-12-31	$219,021	9,392	0.0%	Shares	Sole	2026-01-29
2025-09-30	$209,441	9,392	-26.1%	Shares	Sole	2025-10-27
2025-06-30	$276,042	12,715	-63.0%	Shares	Sole	2025-07-24
2025-03-31	$651,926	34,330	+104.5%	Shares	Sole	2025-04-17
2024-12-31	$339,097	16,787	+9.5%	Shares	Sole	2025-02-06
2024-09-30	$330,665	15,337	-0.7%	Shares	Sole	2024-11-12
2024-06-30	$331,827	15,441	-5.3%	Shares	Sole	2024-08-08
2024-03-31	$318,136	16,298	+0.1%	Shares	Sole	2024-05-09
2023-12-31	$288,336	16,281	+6.8%	Shares	Sole	2024-01-25
2023-09-30	$253,776	15,251	+0.3%	Shares	Sole	2023-11-06
2023-06-30	$255,646	15,208	+0.3%	Shares	Sole	2023-08-07
2023-03-31	$235,753	15,161	+0.2%	Shares	Sole	2023-05-15
2022-12-31	$220,004	15,131	+6.1%	Shares	Sole	2023-02-09
2022-09-30	$207,709	14,256	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$218,027	14,213	+0.3%	Shares	Sole	2022-08-15
2022-03-31	$261,313	14,171	+0.3%	Shares	Sole	2022-05-13
2021-12-31	$274,282	14,131	+14.8%	Shares	Sole	2022-02-15
2021-09-30	$243,738	12,310	+0.2%	Shares	Sole	2021-11-15
2021-06-30	$242,795	12,281	+0.3%	Shares	Sole	2021-08-12
2021-03-31	$223,685	12,250	+0.2%	Shares	Sole	2021-05-14
2020-12-31	$211,318	12,222	0.0%	Shares	Sole	2021-02-12
2020-09-30	$198,118	12,222	0.0%	Shares	Sole	2020-11-13
2020-06-30	$182,230	12,222	0.0%	Shares	Sole	2020-08-18
2020-03-31	$153,874	12,222	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.