JTWM
DX

Jackson Thornton Wealth Management’s Dynex Capital DX Stock Holding History

Jackson Thornton 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
Q1 		$403K Sell
30,628
-6,448
-17% -$88.7K 0.04% 135
2025
Q4 		$522K Sell
37,076
-1,736
-4% -$23.4K 0.05% 107
2025
Q3 		$507K Sell
38,812
-6,809
-15% -$85.2K 0.05% 97
2025
Q2 		$582K Sell
45,621
-5,463
-11% -$66.3K 0.07% 48
2025
Q1 		$596K Sell
51,084
-4,819
-9% -$64.6K 0.08% 50
2024
Q4 		$707K Buy
+55,903
New +$697K 0.09% 42

Other funds holding DX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jackson Thornton Wealth Management's DX Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Dynex Capital (DX) stake by 17% in Q1 2026, selling an estimated $88.7K and leaving 30,628 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #135.

Jackson Thornton Wealth Management first reported a position in DX in Q4 2024 and has held it in 6 quarters since. The position peaked at $707K in Q4 2024. 266 funds tracked by Wall St. Rank hold DX as of Q1 2026.

  • Jackson Thornton Wealth Management held 30,628 shares of Dynex Capital worth $403K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 6,448 Dynex Capital shares in Q1 2026, an estimated $88.7K.
  • Dynex Capital made up 0.04% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #135 holding.
  • Jackson Thornton Wealth Management first reported a position in Dynex Capital in Q4 2024 and has held it in 6 quarters since.
  • Jackson Thornton Wealth Management's Dynex Capital position peaked at $707K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.