EWM
DX

Evolution Wealth Management’s Dynex Capital DX Stock Holding History

Evolution Wealth 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 		$19.8K Hold
1,510
– – 0.01% 467
2026
Q1 		$19.3K Hold
1,510
– – 0.01% 422
2025
Q4 		$21.2K Buy
+1,510
New +$20.4K 0.02% 348

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

Evolution Wealth Management's DX Position: Q2 2026 in Review

Evolution Wealth Management held its Dynex Capital (DX) position steady in Q2 2026 at 1,510 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #467.

Evolution Wealth Management first reported a position in DX in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.2K in Q4 2025. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Evolution Wealth Management held 1,510 shares of Dynex Capital worth $19.8K as of Q2 2026.
  • Evolution Wealth Management left its Dynex Capital share count unchanged in Q2 2026.
  • Dynex Capital made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #467 holding.
  • Evolution Wealth Management first reported a position in Dynex Capital in Q4 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's Dynex Capital position peaked at $21.2K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.