NewEdge Advisors’s Dynex Capital DX Stock Holding History

NewEdge 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 Q2	$294K	Buy	+22,406	New	+$295K	﹤0.01%	2507
2025 Q2	–	Sell	-100	Closed	-$1.3K	–	4031
2025 Q1	$1.3K	Hold	100	–	–	﹤0.01%	3589
2024 Q4	$1.26K	Buy	+100	New	+$1.25K	﹤0.01%	3529
2018 Q4	–	Sell	-20,664	Closed	-$396K	–	647
2018 Q3	$396K	Buy	+20,664	New	+$398K	0.03%	420

Other funds holding DX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NewEdge Advisors's DX Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Dynex Capital (DX) in Q2 2026: 22,406 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #2507 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in DX as recently as Q1 2025.

NewEdge Advisors first reported a position in DX in Q3 2018 and has held it in 4 quarters since. The position peaked at $396K in Q3 2018. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

NewEdge Advisors held 22,406 shares of Dynex Capital worth $294K as of Q2 2026.
Dynex Capital was a new NewEdge Advisors position in Q2 2026.
Dynex Capital made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2507 holding.
NewEdge Advisors first reported a position in Dynex Capital in Q3 2018 and has held it in 4 quarters since.
NewEdge Advisors's Dynex Capital position peaked at $396K in Q3 2018.
289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.