EP
DX

Edgestream Partners’s Dynex Capital DX Stock Holding History

Edgestream 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 		$3.77M Buy
287,908
+81,754
+40% +$1.08M 0.11% 343
2026
Q1 		$2.63M Buy
+206,154
New +$2.83M 0.09% 426
2025
Q4 		– Sell
-17,013
Closed -$209K – 990
2025
Q3 		$209K Sell
17,013
-129,889
-88% -$1.63M 0.01% 836
2025
Q2 		$1.8M Buy
+146,902
New +$1.78M 0.05% 549

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

Edgestream Partners's DX Position: Q2 2026 in Review

Edgestream Partners increased its Dynex Capital (DX) stake by 40% in Q2 2026, buying an estimated $1.08M and bringing the position to 287,908 shares worth $3.77M. The position accounts for 0.11% of the portfolio, ranked #343.

Edgestream Partners first reported a position in DX in Q2 2025 and has held it in 4 quarters since. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Edgestream Partners held 287,908 shares of Dynex Capital worth $3.77M as of Q2 2026.
  • Edgestream Partners bought 81,754 Dynex Capital shares in Q2 2026, an estimated $1.08M.
  • Dynex Capital made up 0.11% of Edgestream Partners's portfolio in Q2 2026, its #343 holding.
  • Edgestream Partners first reported a position in Dynex Capital in Q2 2025 and has held it in 4 quarters since.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.