LPL Financial
DX

LPL Financial’s Dynex Capital DX Stock Holding History

LPL Financial’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 		$6.95M Buy
530,383
+78,089
+17% +$1.03M ﹤0.01% 2487
2026
Q1 		$5.77M Buy
452,294
+30,536
+7% +$420K ﹤0.01% 2500
2025
Q4 		$5.91M Buy
421,758
+268,901
+176% +$3.63M ﹤0.01% 2389
2025
Q3 		$1.88M Buy
152,857
+28,017
+22% +$351K ﹤0.01% 3377
2025
Q2 		$1.53M Buy
124,840
+34,494
+38% +$419K ﹤0.01% 3376
2025
Q1 		$1.18M Sell
90,346
-18,896
-17% -$253K ﹤0.01% 3422
2024
Q4 		$1.38M Buy
109,242
+28,272
+35% +$352K ﹤0.01% 3211
2024
Q3 		$1.03M Buy
80,970
+815
+1% +$10.1K ﹤0.01% 3371
2024
Q2 		$957K Buy
80,155
+6,673
+9% +$80.2K ﹤0.01% 3303
2024
Q1 		$915K Buy
73,482
+11,804
+19% +$146K ﹤0.01% 3267
2023
Q4 		$772K Buy
61,678
+7,541
+14% +$86.3K ﹤0.01% 3288
2023
Q3 		$646K Buy
54,137
+56
+0.1% +$710 ﹤0.01% 3276
2023
Q2 		$681K Sell
54,081
-2,828
-5% -$33.1K ﹤0.01% 3179
2023
Q1 		$690K Buy
56,909
+3,071
+6% +$41.1K ﹤0.01% 3068
2022
Q4 		$685K Sell
53,838
-11,449
-18% -$142K ﹤0.01% 2977
2022
Q3 		$761K Buy
65,287
+4,460
+7% +$69.7K ﹤0.01% 2751
2022
Q2 		$968K Buy
60,827
+40,549
+200% +$644K ﹤0.01% 2598
2022
Q1 		$329K Sell
20,278
-3,215
-14% -$51.9K ﹤0.01% 3511
2021
Q4 		$393K Buy
23,493
+7,229
+44% +$125K ﹤0.01% 3482
2021
Q3 		$281K Sell
16,264
-6,705
-29% -$119K ﹤0.01% 3708
2021
Q2 		$429K Buy
+22,969
New +$451K ﹤0.01% 3286
2020
Q1 		– Sell
-10,936
Closed -$185K – 3266
2019
Q4 		$185K Buy
+10,936
New +$177K ﹤0.01% 3122
2016
Q3 		– Sell
-4,678
Closed -$94K – 2664
2016
Q2 		$94K Buy
4,678
+160
+4% +$3.23K ﹤0.01% 2511
2016
Q1 		$91K Hold
4,518
– – ﹤0.01% 2951
2015
Q4 		$89K Buy
+4,518
New +$90.4K ﹤0.01% 3003

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

LPL Financial's DX Position: Q2 2026 in Review

LPL Financial increased its Dynex Capital (DX) stake by 17% in Q2 2026, buying an estimated $1.03M and bringing the position to 530,383 shares worth $6.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2487.

LPL Financial first reported a position in DX in Q4 2015 and has held it in 25 quarters since. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • LPL Financial held 530,383 shares of Dynex Capital worth $6.95M as of Q2 2026.
  • LPL Financial bought 78,089 Dynex Capital shares in Q2 2026, an estimated $1.03M.
  • Dynex Capital made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2487 holding.
  • LPL Financial first reported a position in Dynex Capital in Q4 2015 and has held it in 25 quarters since.
  • 288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.