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Essential Partners’s Dynex Capital DX Stock Holding History

Essential 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
Q3 		$1.36K Sell
122
-1,011
-89% -$12.9K ﹤0.01% 2069
2026
Q2 		$14.9K Buy
1,133
+206
+22% +$2.71K 0.01% 1022
2026
Q1 		$11.8K Buy
927
+634
+216% +$8.72K ﹤0.01% 1169
2025
Q4 		$4.1K Buy
293
+276
+1,624% +$3.73K ﹤0.01% 1509
2025
Q3 		$209 Hold
17
– – ﹤0.01% 2394
2025
Q2 		$208 Buy
+17
New +$206 ﹤0.01% 1932

Other funds holding DX

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 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
BCG
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
CP
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
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return
MFG
Mann Financial Group Detroit Lakes, Minnesota $125M AUM 11% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return

Essential Partners's DX Position: Q3 2026 in Review

Essential Partners reduced its Dynex Capital (DX) stake by 89% in Q3 2026, selling an estimated $12.9K and leaving 122 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Essential Partners first reported a position in DX in Q2 2025 and has held it in 6 quarters since. The position peaked at $14.9K in Q2 2026. 37 funds tracked by Wall St. Rank hold DX as of Q3 2026.

  • Essential Partners held 122 shares of Dynex Capital worth $1.36K as of Q3 2026.
  • Essential Partners sold 1,011 Dynex Capital shares in Q3 2026, an estimated $12.9K.
  • Dynex Capital made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2069 holding.
  • Essential Partners first reported a position in Dynex Capital in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Dynex Capital position peaked at $14.9K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.