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Steward Partners Investment Advisory’s Dynex Capital DX Stock Holding History

Steward Partners Investment Advisory’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 		$6.6K Buy
504
+304
+152% +$4K ﹤0.01% 3870
2026
Q1 		$2.55K Hold
200
– – ﹤0.01% 3983
2025
Q4 		$2.8K Buy
+200
New +$2.7K ﹤0.01% 3869
2022
Q1 		– Sell
-7,000
Closed -$117K – 3306
2021
Q4 		$117K Buy
+7,000
New +$121K ﹤0.01% 1531

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's DX Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Dynex Capital (DX) stake by 152% in Q2 2026, buying an estimated $4K and bringing the position to 504 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3870.

Steward Partners Investment Advisory first reported a position in DX in Q4 2021 and has held it in 4 quarters since. The position peaked at $117K in Q4 2021. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Steward Partners Investment Advisory held 504 shares of Dynex Capital worth $6.6K as of Q2 2026.
  • Steward Partners Investment Advisory bought 304 Dynex Capital shares in Q2 2026, an estimated $4K.
  • Dynex Capital made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3870 holding.
  • Steward Partners Investment Advisory first reported a position in Dynex Capital in Q4 2021 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Dynex Capital position peaked at $117K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.