SVB Wealth’s Dynex Capital DX Stock Holding History

SVB Wealth’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 Q2	–	Sell	-99	Closed	-$1.29K	–	829
2025 Q1	$1.29K	Buy	+99	New	+$1.33K	﹤0.01%	1315

Other funds holding DX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

SVB Wealth's DX Position: Q2 2025 in Review

SVB Wealth sold out of Dynex Capital (DX) in Q2 2025, closing a stake of 99 shares — an estimated $1.29K sold.

SVB Wealth first reported a position in DX in Q1 2025 and held it in 1 quarter. The position peaked at $1.29K in Q1 2025. 201 funds tracked by Wall St. Rank hold DX as of Q2 2025.

SVB Wealth reported no remaining Dynex Capital position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 99 Dynex Capital shares in Q2 2025, an estimated $1.29K.
SVB Wealth first reported a position in Dynex Capital in Q1 2025 and held it in 1 quarter.
SVB Wealth's Dynex Capital position peaked at $1.29K in Q1 2025.
201 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.