CPG
DX

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cornerstone Planning Group's DX Position: Q2 2026 in Review

Cornerstone Planning Group increased its Dynex Capital (DX) stake by 270% in Q2 2026, buying an estimated $2.88K and bringing the position to 300 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Cornerstone Planning Group first reported a position in DX in Q4 2024 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Cornerstone Planning Group held 300 shares of Dynex Capital worth $3.88K as of Q2 2026.
  • Cornerstone Planning Group bought 219 Dynex Capital shares in Q2 2026, an estimated $2.88K.
  • Dynex Capital made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1155 holding.
  • Cornerstone Planning Group first reported a position in Dynex Capital in Q4 2024 and has held it in 6 quarters since.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.