TPWA
DX

Twin Peaks Wealth Advisors’s Dynex Capital DX Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-25
Closed -$319 – 773
2026
Q1 		$319 Buy
+25
New +$344 ﹤0.01% 2098
2025
Q3 		– Sell
-25
Closed -$310 – 692
2025
Q2 		$310 Buy
+25
New +$303 ﹤0.01% 1989

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

Twin Peaks Wealth Advisors's DX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Dynex Capital (DX) in Q2 2026, closing a stake of 25 shares — an estimated $319 sold.

Twin Peaks Wealth Advisors first reported a position in DX in Q2 2025 and held it in 2 quarters. The position peaked at $319 in Q1 2026. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Dynex Capital position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 25 Dynex Capital shares in Q2 2026, an estimated $319.
  • Twin Peaks Wealth Advisors first reported a position in Dynex Capital in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Dynex Capital position peaked at $319 in Q1 2026.
  • 288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.