MassMutual Private Wealth & Trust’s Dynex Capital DX Stock Holding History

MassMutual Private Wealth & Trust’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	$3.55K	Hold	271	–	–	﹤0.01%	1805
2026 Q1	$3.46K	Sell	271 -114	-30%	-$1.57K	﹤0.01%	1810
2025 Q4	$5.39K	Buy	385 +114	+42%	+$1.54K	﹤0.01%	1647
2025 Q3	$3.33K	Sell	271 -108	-28%	-$1.35K	﹤0.01%	1830
2025 Q2	$4.63K	Buy	379 +68	+22%	+$825	﹤0.01%	1668
2025 Q1	$4.05K	Buy	311 +79	+34%	+$1.06K	﹤0.01%	1681
2024 Q4	$2.94K	Buy	232 +134	+137%	+$1.67K	﹤0.01%	1710
2024 Q3	$1.25K	Buy	98 +79	+416%	+$975	﹤0.01%	1795
2024 Q2	$227	Buy	+19	New	+$228	﹤0.01%	2062

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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's DX Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Dynex Capital (DX) position steady in Q2 2026 at 271 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

MassMutual Private Wealth & Trust first reported a position in DX in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.39K in Q4 2025. 75 funds tracked by Wall St. Rank hold DX as of Q2 2026.

MassMutual Private Wealth & Trust held 271 shares of Dynex Capital worth $3.55K as of Q2 2026.
MassMutual Private Wealth & Trust left its Dynex Capital share count unchanged in Q2 2026.
Dynex Capital made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1805 holding.
MassMutual Private Wealth & Trust first reported a position in Dynex Capital in Q2 2024 and has held it in 9 quarters since.
MassMutual Private Wealth & Trust's Dynex Capital position peaked at $5.39K in Q4 2025.
75 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.