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 Q3	$1.93K	Sell	173 -98	-36%	-$1.25K	﹤0.01%	1948
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

MassMutual Private Wealth & Trust's DX Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Dynex Capital (DX) stake by 36% in Q3 2026, selling an estimated $1.25K and leaving 173 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

MassMutual Private Wealth & Trust first reported a position in DX in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.39K in Q4 2025. 145 funds tracked by Wall St. Rank hold DX as of Q3 2026.

MassMutual Private Wealth & Trust held 173 shares of Dynex Capital worth $1.93K as of Q3 2026.
MassMutual Private Wealth & Trust sold 98 Dynex Capital shares in Q3 2026, an estimated $1.25K.
Dynex Capital made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1948 holding.
MassMutual Private Wealth & Trust first reported a position in Dynex Capital in Q2 2024 and has held it in 10 quarters since.
MassMutual Private Wealth & Trust's Dynex Capital position peaked at $5.39K in Q4 2025.
145 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.