Raymond James Financial
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Raymond James Financial’s Dynex Capital DX Stock Holding History

Raymond James Financial’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
Q3 		$3.77M Buy
338,034
+136,789
+68% +$1.74M ﹤0.01% 2999
2026
Q2 		$2.64M Sell
201,245
-194,482
-49% -$2.56M ﹤0.01% 3283
2026
Q1 		$5.05M Buy
395,727
+205,588
+108% +$2.83M ﹤0.01% 2586
2025
Q4 		$2.66M Sell
190,139
-151,989
-44% -$2.05M ﹤0.01% 3044
2025
Q3 		$4.2M Buy
342,128
+73,545
+27% +$921K ﹤0.01% 2586
2025
Q2 		$3.28M Buy
268,583
+118,718
+79% +$1.44M ﹤0.01% 2691
2025
Q1 		$1.95M Buy
149,865
+30,482
+26% +$409K ﹤0.01% 2999
2024
Q4 		$1.51M Buy
+119,383
New +$1.49M ﹤0.01% 3169

Other funds holding DX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Callodine Capital Management
Callodine Capital Management Boston, Massachusetts $1.59B AUM 12.25% 1-Year Est. Return

Raymond James Financial's DX Position: Q3 2026 in Review

Raymond James Financial increased its Dynex Capital (DX) stake by 68% in Q3 2026, buying an estimated $1.74M and bringing the position to 338,034 shares worth $3.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2999.

Raymond James Financial first reported a position in DX in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.05M in Q1 2026. 217 funds tracked by Wall St. Rank hold DX as of Q3 2026.

  • Raymond James Financial held 338,034 shares of Dynex Capital worth $3.77M as of Q3 2026.
  • Raymond James Financial bought 136,789 Dynex Capital shares in Q3 2026, an estimated $1.74M.
  • Dynex Capital made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #2999 holding.
  • Raymond James Financial first reported a position in Dynex Capital in Q4 2024 and has held it in 8 quarters since.
  • Raymond James Financial's Dynex Capital position peaked at $5.05M in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.