KAS
DX

Kestra Advisory Services’s Dynex Capital DX Stock Holding History

Kestra Advisory Services’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
2025
Q3 		– Sell
-11,889
Closed -$145K – 2927
2025
Q2 		$145K Buy
11,889
+419
+4% +$5.08K ﹤0.01% 2697
2025
Q1 		$149K Buy
+11,470
New +$154K ﹤0.01% 2535

Other funds holding DX

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Advisory Services's DX Position: Q3 2025 in Review

Kestra Advisory Services sold out of Dynex Capital (DX) in Q3 2025, closing a stake of 11,889 shares — an estimated $145K sold.

Kestra Advisory Services first reported a position in DX in Q1 2025 and held it in 2 quarters. The position peaked at $149K in Q1 2025. 212 funds tracked by Wall St. Rank hold DX as of Q3 2025.

  • Kestra Advisory Services reported no remaining Dynex Capital position as of Q3 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 11,889 Dynex Capital shares in Q3 2025, an estimated $145K.
  • Kestra Advisory Services first reported a position in Dynex Capital in Q1 2025 and held it in 2 quarters.
  • Kestra Advisory Services's Dynex Capital position peaked at $149K in Q1 2025.
  • 212 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2025.

Based on Kestra Advisory Services's 13F filing for Q3 2025, filed 14 Nov 2025.