Triumph Capital Management
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Triumph Capital Management’s Dynex Capital DX Stock Holding History

Triumph Capital Management’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 		$28.6K Hold
2,568
– – 0.01% 863
2026
Q2 		$33.7K Hold
2,568
– – 0.01% 783
2026
Q1 		$33.2K Buy
2,568
+200
+8% +$2.75K 0.01% 744
2025
Q4 		$33.2K Buy
+2,368
New +$32K 0.01% 723

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State Street
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Triumph Capital Management's DX Position: Q3 2026 in Review

Triumph Capital Management held its Dynex Capital (DX) position steady in Q3 2026 at 2,568 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #863.

Triumph Capital Management first reported a position in DX in Q4 2025 and has held it in 4 quarters since. The position peaked at $33.7K in Q2 2026. 157 funds tracked by Wall St. Rank hold DX as of Q3 2026.

  • Triumph Capital Management held 2,568 shares of Dynex Capital worth $28.6K as of Q3 2026.
  • Triumph Capital Management left its Dynex Capital share count unchanged in Q3 2026.
  • Dynex Capital made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #863 holding.
  • Triumph Capital Management first reported a position in Dynex Capital in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Dynex Capital position peaked at $33.7K in Q2 2026.
  • 157 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.