KA
DX

Kovack Advisors’s Dynex Capital DX Stock Holding History

Kovack 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 		$429K Sell
33,015
-22,301
-40% -$293K 0.02% 674
2026
Q1 		$705K Buy
55,316
+29,540
+115% +$406K 0.04% 485
2025
Q4 		$361K Buy
25,776
+1,707
+7% +$23K 0.02% 698
2025
Q3 		$296K Buy
24,069
+715
+3% +$8.95K 0.03% 468
2025
Q2 		$285K Buy
23,354
+669
+3% +$8.12K 0.03% 476
2025
Q1 		$295K Buy
22,685
+3,100
+16% +$41.5K 0.03% 431
2024
Q4 		$248K Buy
19,585
+2,043
+12% +$25.5K 0.02% 516
2024
Q3 		$224K Buy
17,542
+441
+3% +$5.45K 0.02% 516
2024
Q2 		$204K Buy
17,101
+123
+0.7% +$1.48K 0.02% 524
2024
Q1 		$211K Buy
16,978
+1,135
+7% +$14.1K 0.03% 429
2023
Q4 		$198K Buy
15,843
+1,670
+12% +$19.1K 0.02% 526
2023
Q3 		$169K Sell
14,173
-532
-4% -$6.75K 0.02% 504
2023
Q2 		$185K Buy
14,705
+658
+5% +$7.69K 0.02% 526
2023
Q1 		$170K Buy
+14,047
New +$188K 0.02% 528
2017
Q1 		– Sell
-5,090
Closed -$104K – 311
2016
Q4 		$104K Sell
5,090
-2,149
-30% -$44.4K 0.05% 242
2016
Q3 		$161K Buy
7,239
+597
+9% +$12.9K 0.08% 235
2016
Q2 		$138K Sell
6,642
-146
-2% -$2.94K 0.07% 239
2016
Q1 		$135K Buy
6,788
+3,144
+86% +$58.8K 0.08% 215
2015
Q4 		$69K Sell
3,644
-478
-12% -$9.57K 0.05% 204
2015
Q3 		$81K Buy
+4,122
New +$86.4K 0.06% 189

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

Kovack Advisors's DX Position: Q2 2026 in Review

Kovack Advisors reduced its Dynex Capital (DX) stake by 40% in Q2 2026, selling an estimated $293K and leaving 33,015 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #674.

Kovack Advisors first reported a position in DX in Q3 2015 and has held it in 20 quarters since. The position peaked at $705K in Q1 2026. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Kovack Advisors held 33,015 shares of Dynex Capital worth $429K as of Q2 2026.
  • Kovack Advisors sold 22,301 Dynex Capital shares in Q2 2026, an estimated $293K.
  • Dynex Capital made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #674 holding.
  • Kovack Advisors first reported a position in Dynex Capital in Q3 2015 and has held it in 20 quarters since.
  • Kovack Advisors's Dynex Capital position peaked at $705K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.