PWMG
DX

Private Wealth Management Group’s Dynex Capital DX Stock Holding History

Private Wealth Management 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
-2,890
Closed -$35.5K – 1489
2025
Q3 		$35.5K Buy
+2,890
New +$36.2K 0.01% 229

Other funds holding DX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Private Wealth Management Group's DX Position: Q4 2025 in Review

Private Wealth Management Group sold out of Dynex Capital (DX) in Q4 2025, closing a stake of 2,890 shares — an estimated $35.5K sold.

Private Wealth Management Group first reported a position in DX in Q3 2025 and held it in 1 quarter. The position peaked at $35.5K in Q3 2025. 262 funds tracked by Wall St. Rank hold DX as of Q4 2025.

  • Private Wealth Management Group reported no remaining Dynex Capital position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 2,890 Dynex Capital shares in Q4 2025, an estimated $35.5K.
  • Private Wealth Management Group first reported a position in Dynex Capital in Q3 2025 and held it in 1 quarter.
  • Private Wealth Management Group's Dynex Capital position peaked at $35.5K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Dynex Capital as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.