EWA
DX

EverSource Wealth Advisors’s Dynex Capital DX Stock Holding History

EverSource Wealth Advisors’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 		$83.2K Sell
6,348
-833
-12% -$11K ﹤0.01% 1473
2026
Q1 		$91.6K Buy
7,181
+63
+0.9% +$866 ﹤0.01% 1483
2025
Q4 		$99.7K Buy
7,118
+4,792
+206% +$64.7K ﹤0.01% 1311
2025
Q3 		$28.6K Buy
2,326
+515
+28% +$6.45K ﹤0.01% 2098
2025
Q2 		$22.1K Buy
1,811
+1,380
+320% +$16.7K ﹤0.01% 2212
2025
Q1 		$5.61K Sell
431
-138
-24% -$1.85K ﹤0.01% 2437
2024
Q4 		$7.2K Buy
+569
New +$7.09K ﹤0.01% 2164
2023
Q3 		– Sell
-288
Closed -$3.63K – 2543
2023
Q2 		$3.63K Buy
+288
New +$3.37K ﹤0.01% 1849

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

EverSource Wealth Advisors's DX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dynex Capital (DX) stake by 12% in Q2 2026, selling an estimated $11K and leaving 6,348 shares worth $83.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

EverSource Wealth Advisors first reported a position in DX in Q2 2023 and has held it in 8 quarters since. The position peaked at $99.7K in Q4 2025. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • EverSource Wealth Advisors held 6,348 shares of Dynex Capital worth $83.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 833 Dynex Capital shares in Q2 2026, an estimated $11K.
  • Dynex Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1473 holding.
  • EverSource Wealth Advisors first reported a position in Dynex Capital in Q2 2023 and has held it in 8 quarters since.
  • EverSource Wealth Advisors's Dynex Capital position peaked at $99.7K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.