PWPS
DX

Pinnacle Wealth Planning Services’s Dynex Capital DX Stock Holding History

Pinnacle Wealth Planning Services’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 		$8.26K Sell
630
-823
-57% -$10.8K ﹤0.01% 2136
2026
Q1 		$18.5K Sell
1,453
-550
-27% -$7.56K ﹤0.01% 1727
2025
Q4 		$28.1K Buy
+2,003
New +$27K ﹤0.01% 1556

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

Pinnacle Wealth Planning Services's DX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Dynex Capital (DX) stake by 57% in Q2 2026, selling an estimated $10.8K and leaving 630 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

Pinnacle Wealth Planning Services first reported a position in DX in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.1K in Q4 2025. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 630 shares of Dynex Capital worth $8.26K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 823 Dynex Capital shares in Q2 2026, an estimated $10.8K.
  • Dynex Capital made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2136 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dynex Capital in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Dynex Capital position peaked at $28.1K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.