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DX

Navellier & Associates’s Dynex Capital DX Stock Holding History

Navellier & Associates’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 		$883K Sell
67,356
-88,941
-57% -$1.17M 0.07% 193
2026
Q1 		$1.99M Buy
156,297
+9,926
+7% +$136K 0.21% 107
2025
Q4 		$2.05M Sell
146,371
-1,363
-0.9% -$18.4K 0.23% 100
2025
Q3 		$1.82M Buy
147,734
+11,210
+8% +$140K 0.18% 121
2025
Q2 		$1.67M Buy
136,524
+10,051
+8% +$122K 0.21% 110
2025
Q1 		$1.54M Buy
+126,473
New +$1.7M 0.21% 111

Other funds holding DX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Navellier & Associates's DX Position: Q2 2026 in Review

Navellier & Associates reduced its Dynex Capital (DX) stake by 57% in Q2 2026, selling an estimated $1.17M and leaving 67,356 shares worth $883K. The position accounts for 0.07% of the portfolio, ranked #193.

Navellier & Associates first reported a position in DX in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.05M in Q4 2025. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Navellier & Associates held 67,356 shares of Dynex Capital worth $883K as of Q2 2026.
  • Navellier & Associates sold 88,941 Dynex Capital shares in Q2 2026, an estimated $1.17M.
  • Dynex Capital made up 0.07% of Navellier & Associates's portfolio in Q2 2026, its #193 holding.
  • Navellier & Associates first reported a position in Dynex Capital in Q1 2025 and has held it in 6 quarters since.
  • Navellier & Associates's Dynex Capital position peaked at $2.05M in Q4 2025.
  • 288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.