Jones Financial Companies
DX

Jones Financial Companies’s Dynex Capital DX Stock Holding History

Jones Financial Companies’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 		$97.2K Buy
7,396
+4,697
+174% +$61.8K ﹤0.01% 2867
2026
Q1 		$32.8K Buy
2,699
+2,473
+1,094% +$34K ﹤0.01% 3105
2025
Q4 		$3.17K Hold
226
– – ﹤0.01% 3683
2025
Q3 		$2.73K Buy
+226
New +$2.83K ﹤0.01% 3588
2022
Q2 		– Sell
-159
Closed -$3K – 755
2022
Q1 		$3K Buy
+159
New +$2.57K ﹤0.01% 619

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

Jones Financial Companies's DX Position: Q2 2026 in Review

Jones Financial Companies increased its Dynex Capital (DX) stake by 174% in Q2 2026, buying an estimated $61.8K and bringing the position to 7,396 shares worth $97.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2867.

Jones Financial Companies first reported a position in DX in Q1 2022 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Jones Financial Companies held 7,396 shares of Dynex Capital worth $97.2K as of Q2 2026.
  • Jones Financial Companies bought 4,697 Dynex Capital shares in Q2 2026, an estimated $61.8K.
  • Dynex Capital made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2867 holding.
  • Jones Financial Companies first reported a position in Dynex Capital in Q1 2022 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.