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SageView Advisory Group’s Dynex Capital DX Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-630
Closed -$8.83K – 1097
2025
Q4 		$8.83K Buy
+630
New +$8.5K ﹤0.01% 1761

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SageView Advisory Group's DX Position: Q1 2026 in Review

SageView Advisory Group sold out of Dynex Capital (DX) in Q1 2026, closing a stake of 630 shares — an estimated $8.83K sold.

SageView Advisory Group first reported a position in DX in Q4 2025 and held it in 1 quarter. The position peaked at $8.83K in Q4 2025. 267 funds tracked by Wall St. Rank hold DX as of Q1 2026.

  • SageView Advisory Group reported no remaining Dynex Capital position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 630 Dynex Capital shares in Q1 2026, an estimated $8.83K.
  • SageView Advisory Group first reported a position in Dynex Capital in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Dynex Capital position peaked at $8.83K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.