Cornerstone Planning Group
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Cornerstone Planning Group’s Dynex Capital DX Stock Holding History

Cornerstone Planning Group’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
-300
Closed -$3.88K – 587
2026
Q2 		$3.88K Buy
300
+219
+270% +$2.88K ﹤0.01% 1155
2026
Q1 		$1.08K Buy
81
+10
+14% +$138 ﹤0.01% 1445
2025
Q4 		$1.04K Buy
71
+16
+29% +$216 ﹤0.01% 1334
2025
Q3 		$722 Hold
55
– – ﹤0.01% 1394
2025
Q2 		$689 Buy
+55
New +$667 ﹤0.01% 1205
2025
Q1 		– Sell
-56
Closed -$716 – 1595
2024
Q4 		$716 Buy
+56
New +$698 ﹤0.01% 1038

Other funds holding DX

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 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
BayBridge Capital Group
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Castleview Partners
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
A.D. Beadell Investment Counsel
A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return
Mann Financial Group
Mann Financial Group Detroit Lakes, Minnesota $125M AUM 11% 1-Year Est. Return

Cornerstone Planning Group's DX Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Dynex Capital (DX) in Q3 2026, closing a stake of 300 shares — an estimated $3.88K sold.

Cornerstone Planning Group first reported a position in DX in Q4 2024 and held it in 6 quarters. The position peaked at $3.88K in Q2 2026. 45 funds tracked by Wall St. Rank hold DX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Dynex Capital position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 300 Dynex Capital shares in Q3 2026, an estimated $3.88K.
  • Cornerstone Planning Group first reported a position in Dynex Capital in Q4 2024 and held it in 6 quarters.
  • Cornerstone Planning Group's Dynex Capital position peaked at $3.88K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.