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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Twin Peaks Wealth Advisors's DX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Dynex Capital (DX) in Q1 2026: 25 shares worth $319. The stake represents ﹤0.01% of the portfolio and ranks #2098 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DX in Q2 2025 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold DX as of Q1 2026.

  • Twin Peaks Wealth Advisors held 25 shares of Dynex Capital worth $319 as of Q1 2026.
  • Dynex Capital was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Dynex Capital made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2098 holding.
  • Twin Peaks Wealth Advisors first reported a position in Dynex Capital in Q2 2025 and has held it in 2 quarters since.
  • 266 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.