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 Q2	$801K	Buy	61,129 +30,501	+100%	+$401K	0.06%	95
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jackson Thornton Wealth Management's DX Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Dynex Capital (DX) stake by 100% in Q2 2026, buying an estimated $401K and bringing the position to 61,129 shares worth $801K. The position accounts for 0.06% of the portfolio, ranked #95.

Jackson Thornton Wealth Management first reported a position in DX in Q4 2024 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

Jackson Thornton Wealth Management held 61,129 shares of Dynex Capital worth $801K as of Q2 2026.
Jackson Thornton Wealth Management bought 30,501 Dynex Capital shares in Q2 2026, an estimated $401K.
Dynex Capital made up 0.06% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #95 holding.
Jackson Thornton Wealth Management first reported a position in Dynex Capital in Q4 2024 and has held it in 7 quarters since.
289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.