AF
DX

Allworth Financial’s Dynex Capital DX Stock Holding History

Allworth Financial’s Portfolio DX Stock Details DX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$733K Buy
55,923
+2,689
+5% +$35.4K ﹤0.01% 845
2026
Q1 		$679K Buy
53,234
+4,886
+10% +$67.2K ﹤0.01% 829
2025
Q4 		$677K Sell
48,348
-4,983
-9% -$67.3K ﹤0.01% 815
2025
Q3 		$655K Buy
53,331
+450
+0.9% +$5.63K ﹤0.01% 793
2025
Q2 		$646K Buy
52,881
+52,603
+18,922% +$638K ﹤0.01% 763
2025
Q1 		$3.33K Sell
278
-119
-30% -$1.59K ﹤0.01% 2984
2024
Q4 		$5.07K Buy
397
+369
+1,318% +$4.6K ﹤0.01% 2759
2024
Q3 		$358 Sell
28
-7
-20% -$86 ﹤0.01% 3497
2024
Q2 		$432 Buy
+35
New +$420 ﹤0.01% 3414
2022
Q3 		– Sell
-14
Closed – – 2764
2022
Q2 		$0 Buy
+14
New +$222 ﹤0.01% 2493
2020
Q1 		– Sell
-32
Closed -$1K – 1249
2019
Q4 		$1K Buy
32
+1
+3% +$16 ﹤0.01% 966
2019
Q3 		$0 Buy
+31
New +$484 ﹤0.01% 961
2019
Q2 		– Hold
0
– – – 869
2019
Q1 		– Hold
0
– – – 884

Other funds holding DX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allworth Financial's DX Position: Q2 2026 in Review

Allworth Financial increased its Dynex Capital (DX) stake by 5.1% in Q2 2026, buying an estimated $35.4K and bringing the position to 55,923 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Allworth Financial first reported a position in DX in Q3 2019 and has held it in 12 quarters since. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Allworth Financial held 55,923 shares of Dynex Capital worth $733K as of Q2 2026.
  • Allworth Financial bought 2,689 Dynex Capital shares in Q2 2026, an estimated $35.4K.
  • Dynex Capital made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #845 holding.
  • Allworth Financial first reported a position in Dynex Capital in Q3 2019 and has held it in 12 quarters since.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.