Amalgamated Bank’s Dynex Capital DX Stock Holding History

Amalgamated Bank’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 Q1	–	Sell	-4,619	Closed	-$65K	–	1971
2025 Q4	$65K	Buy	4,619 +1,719	+59%	+$23.2K	﹤0.01%	1771
2025 Q3	$36K	Hold	2,900	–	–	﹤0.01%	1936
2025 Q2	$35K	Hold	2,900	–	–	﹤0.01%	1928
2025 Q1	$38K	Buy	2,900 +973	+50%	+$13K	﹤0.01%	1858
2024 Q4	$24K	Hold	1,927	–	–	﹤0.01%	2046
2024 Q3	$25K	Hold	1,927	–	–	﹤0.01%	2041
2024 Q2	$23K	Hold	1,927	–	–	﹤0.01%	2062
2024 Q1	$24K	Sell	1,927 -2,892	-60%	-$35.9K	﹤0.01%	2058
2023 Q4	$60K	Sell	4,819 -101	-2%	-$1.16K	﹤0.01%	2166
2023 Q3	$59K	Hold	4,920	–	–	﹤0.01%	2180
2023 Q2	$62K	Sell	4,920 -191	-4%	-$2.23K	﹤0.01%	2236
2023 Q1	$62K	Sell	5,111 -775	-13%	-$10.4K	﹤0.01%	2221
2022 Q4	$75K	Buy	5,886 +230	+4%	+$2.85K	﹤0.01%	2256
2022 Q3	$66K	Buy	5,656 +1,077	+24%	+$16.8K	﹤0.01%	2337
2022 Q2	$73K	Buy	4,579 +232	+5%	+$3.69K	﹤0.01%	2304
2022 Q1	$70K	Buy	+4,347	New	+$70.2K	﹤0.01%	2316

Other funds holding DX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Amalgamated Bank's DX Position: Q1 2026 in Review

Amalgamated Bank sold out of Dynex Capital (DX) in Q1 2026, closing a stake of 4,619 shares — an estimated $65K sold.

Amalgamated Bank first reported a position in DX in Q1 2022 and held it in 16 quarters. The position peaked at $75K in Q4 2022. 266 funds tracked by Wall St. Rank hold DX as of Q1 2026.

Amalgamated Bank reported no remaining Dynex Capital position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 4,619 Dynex Capital shares in Q1 2026, an estimated $65K.
Amalgamated Bank first reported a position in Dynex Capital in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's Dynex Capital position peaked at $75K in Q4 2022.
266 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.