Moody National Bank Trust Division’s Dynex Capital DX Stock Holding History

Moody National Bank Trust Division’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	$957K	Sell	85,939 -221	-0.3%	-$2.81K	0.08%	239
2026 Q2	$1.13M	Buy	86,160 +9,301	+12%	+$122K	0.09%	216
2026 Q1	$981K	Buy	+76,859	New	+$1.06M	0.09%	210
2019 Q2	–	Sell	-332	Closed	-$6K	–	534
2019 Q1	$6K	Sell	332 -103	-24%	-$1.88K	﹤0.01%	774
2018 Q4	$7K	Buy	+435	New	+$7.79K	﹤0.01%	642

Other funds holding DX

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

BCG

BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return

MFG

Mann Financial Group Detroit Lakes, Minnesota $125M AUM 11% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Moody National Bank Trust Division's DX Position: Q3 2026 in Review

Moody National Bank Trust Division reduced its Dynex Capital (DX) stake by 0.26% in Q3 2026, selling an estimated $2.81K and leaving 85,939 shares worth $957K. The position accounts for 0.08% of the portfolio, ranked #239.

Moody National Bank Trust Division first reported a position in DX in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.13M in Q2 2026. 30 funds tracked by Wall St. Rank hold DX as of Q3 2026.

Moody National Bank Trust Division held 85,939 shares of Dynex Capital worth $957K as of Q3 2026.
Moody National Bank Trust Division sold 221 Dynex Capital shares in Q3 2026, an estimated $2.81K.
Dynex Capital made up 0.08% of Moody National Bank Trust Division's portfolio in Q3 2026, its #239 holding.
Moody National Bank Trust Division first reported a position in Dynex Capital in Q4 2018 and has held it in 5 quarters since.
Moody National Bank Trust Division's Dynex Capital position peaked at $1.13M in Q2 2026.
30 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.