JWCA
DX

J.W. Cole Advisors’s Dynex Capital DX Stock Holding History

J.W. Cole 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 		$252K Buy
19,200
+29
+0.2% +$381 ﹤0.01% 1373
2026
Q1 		$245K Buy
19,171
+733
+4% +$10.1K 0.01% 692
2025
Q4 		$78.3K Sell
18,438
-2,432
-12% -$32.8K ﹤0.01% 1393
2025
Q3 		$256K Sell
20,870
-11,268
-35% -$141K ﹤0.01% 1308
2025
Q2 		$393K Buy
32,138
+15,836
+97% +$192K 0.01% 1013
2025
Q1 		$212K Buy
+16,302
New +$218K 0.01% 1119

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

J.W. Cole Advisors's DX Position: Q2 2026 in Review

J.W. Cole Advisors increased its Dynex Capital (DX) stake by 0.15% in Q2 2026, buying an estimated $381 and bringing the position to 19,200 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

J.W. Cole Advisors first reported a position in DX in Q1 2025 and has held it in 6 quarters since. The position peaked at $393K in Q2 2025. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • J.W. Cole Advisors held 19,200 shares of Dynex Capital worth $252K as of Q2 2026.
  • J.W. Cole Advisors bought 29 Dynex Capital shares in Q2 2026, an estimated $381.
  • Dynex Capital made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1373 holding.
  • J.W. Cole Advisors first reported a position in Dynex Capital in Q1 2025 and has held it in 6 quarters since.
  • J.W. Cole Advisors's Dynex Capital position peaked at $393K in Q2 2025.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.