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Castleview Partners’s Dynex Capital DX Stock Holding History

Castleview Partners’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 		$434K Hold
39,000
– – 0.19% 130
2026
Q2 		$511K Hold
39,000
– – 0.22% 111
2026
Q1 		$498K Buy
39,000
+8,000
+26% +$110K 0.26% 91
2025
Q4 		$434K Buy
+31,000
New +$418K 0.22% 105

Other funds holding DX

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return
MFG
Mann Financial Group Detroit Lakes, Minnesota $125M AUM 11% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Castleview Partners's DX Position: Q3 2026 in Review

Castleview Partners held its Dynex Capital (DX) position steady in Q3 2026 at 39,000 shares worth $434K. The position accounts for 0.19% of the portfolio, ranked #130.

Castleview Partners first reported a position in DX in Q4 2025 and has held it in 4 quarters since. The position peaked at $511K in Q2 2026. 33 funds tracked by Wall St. Rank hold DX as of Q3 2026.

  • Castleview Partners held 39,000 shares of Dynex Capital worth $434K as of Q3 2026.
  • Castleview Partners left its Dynex Capital share count unchanged in Q3 2026.
  • Dynex Capital made up 0.19% of Castleview Partners's portfolio in Q3 2026, its #130 holding.
  • Castleview Partners first reported a position in Dynex Capital in Q4 2025 and has held it in 4 quarters since.
  • Castleview Partners's Dynex Capital position peaked at $511K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.