PS
DX

Principal Securities’s Dynex Capital DX Stock Holding History

Principal Securities’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
-591
Closed -$7.26K – 1920
2025
Q3 		$7.26K Buy
591
+200
+51% +$2.5K ﹤0.01% 2837
2025
Q2 		$4.78K Buy
391
+21
+6% +$255 ﹤0.01% 2891
2025
Q1 		$4.68K Hold
370
– – ﹤0.01% 2798
2024
Q4 		$4.68K Buy
370
+70
+23% +$872 ﹤0.01% 2795
2024
Q3 		$3.83K Hold
300
– – ﹤0.01% 2759
2024
Q2 		$3.58K Hold
300
– – ﹤0.01% 2744
2024
Q1 		$3.73K Hold
300
– – ﹤0.01% 2704
2023
Q4 		$3.76K Buy
+300
New +$3.43K ﹤0.01% 2635

Other funds holding DX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Principal Securities's DX Position: Q4 2025 in Review

Principal Securities sold out of Dynex Capital (DX) in Q4 2025, closing a stake of 591 shares — an estimated $7.26K sold.

Principal Securities first reported a position in DX in Q4 2023 and held it in 8 quarters. The position peaked at $7.26K in Q3 2025. 262 funds tracked by Wall St. Rank hold DX as of Q4 2025.

  • Principal Securities reported no remaining Dynex Capital position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 591 Dynex Capital shares in Q4 2025, an estimated $7.26K.
  • Principal Securities first reported a position in Dynex Capital in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Dynex Capital position peaked at $7.26K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Dynex Capital as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.