MEANS INVESTMENT CO., INC.

Position in ADX — Adams Diversified Equity Fund, Inc.

CIK 701516 BANGOR, ME

Position in ADX

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$1,368,891

-$89,425 QoQ

Shares Held

62,535

0.0% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

MEANS INVESTMENT CO., INC. holds $6,723,363 across 5 Asset Management names. ADX ranks #3 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PDI	PIMCO Dynamic Income Fund	119,239	$2,040,179
2	BX	Blackstone Inc.	16,893	$1,942,526
3	ADX	Adams Diversified Equity Fund, Inc. This page	62,535	$1,368,891
4	BLK	BlackRock, Inc.	975	$937,667
5	STT	State Street Corp	3,430	$434,100

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,368,891	62,535	0.0%	Shares	Sole	2026-04-24
2025-12-31	$1,458,316	62,535	-12.4%	Shares	Sole	2026-01-26
2025-09-30	$1,592,777	71,425	0.0%	Shares	Sole	2025-11-06
2025-06-30	$1,550,636	71,425	—	Shares	Sole	2025-07-25
No filing history on record for this holder in this stock.