SF
DX

Summit Financial’s Dynex Capital DX Stock Holding History

Summit 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
Q2 		$2.92M Buy
222,311
+8,347
+4% +$110K 0.03% 511
2026
Q1 		$2.77M Buy
213,964
+2,916
+1% +$40.1K 0.04% 485
2025
Q4 		$2.96M Buy
211,048
+903
+0.4% +$12.2K 0.04% 386
2025
Q3 		$2.58M Buy
210,145
+31,067
+17% +$389K 0.04% 417
2025
Q2 		$2.22M Buy
+179,078
New +$2.17M 0.05% 277

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 $3.37T AUM 44.26% 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

Summit Financial's DX Position: Q2 2026 in Review

Summit Financial increased its Dynex Capital (DX) stake by 3.9% in Q2 2026, buying an estimated $110K and bringing the position to 222,311 shares worth $2.92M. The position accounts for 0.03% of the portfolio, ranked #511.

Summit Financial first reported a position in DX in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.96M in Q4 2025. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Summit Financial held 222,311 shares of Dynex Capital worth $2.92M as of Q2 2026.
  • Summit Financial bought 8,347 Dynex Capital shares in Q2 2026, an estimated $110K.
  • Dynex Capital made up 0.03% of Summit Financial's portfolio in Q2 2026, its #511 holding.
  • Summit Financial first reported a position in Dynex Capital in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial's Dynex Capital position peaked at $2.96M in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.