CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Dynex Capital DX Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		– Sell
-10,814
Closed -$142K – 3468
2026
Q2 		$142K Buy
+10,814
New +$142K ﹤0.01% 2974
2026
Q1 		– Sell
-56,795
Closed -$796K – 3051
2025
Q4 		$796K Buy
56,795
+21,242
+60% +$287K ﹤0.01% 1633
2025
Q3 		$437K Buy
+35,553
New +$445K ﹤0.01% 1903

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Algebris (UK)
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UBS Group
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Victory Capital Management
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Vanguard Portfolio Management
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Qube Research & Technologies (QRT)
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Callodine Capital Management
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CAPTRUST Financial Advisors's DX Position: Q3 2026 in Review

CAPTRUST Financial Advisors sold out of Dynex Capital (DX) in Q3 2026, closing a stake of 10,814 shares — an estimated $142K sold.

CAPTRUST Financial Advisors first reported a position in DX in Q3 2025 and held it in 3 quarters. The position peaked at $796K in Q4 2025. 217 funds tracked by Wall St. Rank hold DX as of Q3 2026.

  • CAPTRUST Financial Advisors reported no remaining Dynex Capital position as of Q3 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 10,814 Dynex Capital shares in Q3 2026, an estimated $142K.
  • CAPTRUST Financial Advisors first reported a position in Dynex Capital in Q3 2025 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Dynex Capital position peaked at $796K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.