Envestnet Asset Management’s Dynex Capital DX Stock Holding History

Envestnet Asset Management’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	$362K	Sell	27,630 -5,209	-16%	-$68.5K	﹤0.01%	4315
2026 Q1	$419K	Buy	+32,839	New	+$452K	﹤0.01%	4053
2025 Q4	–	Sell	-11,140	Closed	-$137K	–	4518
2025 Q3	$137K	Sell	11,140 -14,259	-56%	-$178K	﹤0.01%	4386
2025 Q2	$310K	Sell	25,399 -7,377	-23%	-$89.5K	﹤0.01%	4008
2025 Q1	$427K	Buy	32,776 +5,655	+21%	+$75.8K	﹤0.01%	3714
2024 Q4	$343K	Buy	27,121 +3,623	+15%	+$45.2K	﹤0.01%	3823
2024 Q3	$300K	Sell	23,498 -803	-3%	-$9.92K	﹤0.01%	3824
2024 Q2	$290K	Buy	+24,301	New	+$292K	﹤0.01%	3751
2019 Q2	–	Sell	-5,993	Closed	-$109K	–	3038
2019 Q1	$109K	Sell	5,993 -863	-13%	-$15.8K	﹤0.01%	2891
2018 Q4	$118K	Buy	+6,856	New	+$123K	﹤0.01%	2765

Other funds holding DX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Envestnet Asset Management's DX Position: Q2 2026 in Review

Envestnet Asset Management reduced its Dynex Capital (DX) stake by 16% in Q2 2026, selling an estimated $68.5K and leaving 27,630 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #4315.

Envestnet Asset Management first reported a position in DX in Q4 2018 and has held it in 10 quarters since. The position peaked at $427K in Q1 2025. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

Envestnet Asset Management held 27,630 shares of Dynex Capital worth $362K as of Q2 2026.
Envestnet Asset Management sold 5,209 Dynex Capital shares in Q2 2026, an estimated $68.5K.
Dynex Capital made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4315 holding.
Envestnet Asset Management first reported a position in Dynex Capital in Q4 2018 and has held it in 10 quarters since.
Envestnet Asset Management's Dynex Capital position peaked at $427K in Q1 2025.
288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.