Morling Financial Advisors
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Morling Financial Advisors’s Dynex Capital DX Stock Holding History

Morling Financial Advisors’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 		$1.01M Buy
90,726
+3,498
+4% +$44.5K 0.27% 34
2026
Q2 		$1.14M Buy
87,228
+3,297
+4% +$43.4K 0.32% 27
2026
Q1 		$1.07M Buy
+83,931
New +$1.15M 0.33% 27

Other funds holding DX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Peregrine Capital Management
Peregrine Capital Management Minneapolis, Minnesota $2.95B AUM 28.43% 1-Year Est. Return

Morling Financial Advisors's DX Position: Q3 2026 in Review

Morling Financial Advisors increased its Dynex Capital (DX) stake by 4% in Q3 2026, buying an estimated $44.5K and bringing the position to 90,726 shares worth $1.01M. The position accounts for 0.27% of the portfolio, ranked #34.

Morling Financial Advisors first reported a position in DX in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.14M in Q2 2026. 137 funds tracked by Wall St. Rank hold DX as of Q3 2026.

  • Morling Financial Advisors held 90,726 shares of Dynex Capital worth $1.01M as of Q3 2026.
  • Morling Financial Advisors bought 3,498 Dynex Capital shares in Q3 2026, an estimated $44.5K.
  • Dynex Capital made up 0.27% of Morling Financial Advisors's portfolio in Q3 2026, its #34 holding.
  • Morling Financial Advisors first reported a position in Dynex Capital in Q1 2026 and has held it in 3 quarters since.
  • Morling Financial Advisors's Dynex Capital position peaked at $1.14M in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2026.

Based on Morling Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.