LI
DX

LRI Investments’s Dynex Capital DX Stock Holding History

LRI Investments’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 		$1.04K Hold
79
– – ﹤0.01% 1370
2026
Q1 		$1.01K Buy
+79
New +$1.09K ﹤0.01% 1318

Other funds holding DX

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LRI Investments's DX Position: Q2 2026 in Review

LRI Investments held its Dynex Capital (DX) position steady in Q2 2026 at 79 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

LRI Investments first reported a position in DX in Q1 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • LRI Investments held 79 shares of Dynex Capital worth $1.04K as of Q2 2026.
  • LRI Investments left its Dynex Capital share count unchanged in Q2 2026.
  • Dynex Capital made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1370 holding.
  • LRI Investments first reported a position in Dynex Capital in Q1 2026 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.