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Newbridge Financial Services Group’s Dynex Capital DX Stock Holding History

Newbridge Financial Services Group’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
2025
Q4 		– Sell
-520
Closed -$6.39K – 1263
2025
Q3 		$6.39K Sell
520
-1,480
-74% -$18.5K ﹤0.01% 983
2025
Q2 		$24.4K Buy
+2,000
New +$24.3K ﹤0.01% 672
2021
Q4 		– Sell
-875
Closed -$15K – 1442
2021
Q3 		$15K Hold
875
– – 0.01% 744
2021
Q2 		$16K Buy
+875
New +$17.2K 0.01% 839

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Newbridge Financial Services Group's DX Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Dynex Capital (DX) in Q4 2025, closing a stake of 520 shares — an estimated $6.39K sold.

Newbridge Financial Services Group first reported a position in DX in Q2 2021 and held it in 4 quarters. The position peaked at $24.4K in Q2 2025. 262 funds tracked by Wall St. Rank hold DX as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Dynex Capital position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 520 Dynex Capital shares in Q4 2025, an estimated $6.39K.
  • Newbridge Financial Services Group first reported a position in Dynex Capital in Q2 2021 and held it in 4 quarters.
  • Newbridge Financial Services Group's Dynex Capital position peaked at $24.4K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held Dynex Capital as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.