Covestor
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Covestor’s Dynex Capital DX Stock Holding History

Covestor’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 		$2K Buy
165
+18
+12% +$229 ﹤0.01% 1962
2026
Q2 		$2K Buy
147
+135
+1,125% +$1.78K ﹤0.01% 1962
2026
Q1 		$0 Buy
12
+1
+9% +$14 ﹤0.01% 2367
2025
Q4 		$0 Sell
11
-12
-52% -$162 ﹤0.01% 2354
2025
Q3 		$0 Sell
23
-213
-90% -$2.67K ﹤0.01% 2376
2025
Q2 		$3K Buy
236
+228
+2,850% +$2.77K ﹤0.01% 1784
2025
Q1 		$0 Hold
8
– – ﹤0.01% 2329
2024
Q4 		$0 Hold
8
– – ﹤0.01% 2332
2024
Q3 		$0 Buy
+8
New +$99 ﹤0.01% 2322
2024
Q1 		– Sell
-1
Closed – – 2333
2023
Q4 		$0 Sell
1
-1
-50% -$11 ﹤0.01% 2247
2023
Q3 		$0 Sell
2
-123
-98% -$1.56K ﹤0.01% 2224
2023
Q2 		$2K Buy
125
+69
+123% +$806 ﹤0.01% 1814
2023
Q1 		$1K Sell
56
-270
-83% -$3.61K ﹤0.01% 1831
2022
Q4 		$4K Buy
326
+158
+94% +$1.96K ﹤0.01% 1612
2022
Q3 		$2K Buy
+168
New +$2.62K ﹤0.01% 1696

Other funds holding DX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Callodine Capital Management
Callodine Capital Management Boston, Massachusetts $1.59B AUM 12.25% 1-Year Est. Return

Covestor's DX Position: Q3 2026 in Review

Covestor increased its Dynex Capital (DX) stake by 12% in Q3 2026, buying an estimated $229 and bringing the position to 165 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Covestor first reported a position in DX in Q3 2022 and has held it in 15 quarters since. The position peaked at $4K in Q4 2022. 217 funds tracked by Wall St. Rank hold DX as of Q3 2026.

  • Covestor held 165 shares of Dynex Capital worth $2K as of Q3 2026.
  • Covestor bought 18 Dynex Capital shares in Q3 2026, an estimated $229.
  • Dynex Capital made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1962 holding.
  • Covestor first reported a position in Dynex Capital in Q3 2022 and has held it in 15 quarters since.
  • Covestor's Dynex Capital position peaked at $4K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.