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 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

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Castleview Partners's DX Position: Q2 2026 in Review

Castleview Partners held its Dynex Capital (DX) position steady in Q2 2026 at 39,000 shares worth $511K. The position accounts for 0.22% of the portfolio, ranked #111.

Castleview Partners first reported a position in DX in Q4 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold DX as of Q2 2026.

Castleview Partners held 39,000 shares of Dynex Capital worth $511K as of Q2 2026.
Castleview Partners left its Dynex Capital share count unchanged in Q2 2026.
Dynex Capital made up 0.22% of Castleview Partners's portfolio in Q2 2026, its #111 holding.
Castleview Partners first reported a position in Dynex Capital in Q4 2025 and has held it in 3 quarters since.
33 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.