Wellington Management Group
DX

Wellington Management Group’s Dynex Capital DX Stock Holding History

Wellington Management Group’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 		$29.1M Buy
2,221,800
+1,307,100
+143% +$17.2M 0.01% 910
2026
Q1 		$11.7M Buy
+914,700
New +$12.6M ﹤0.01% 1203
2025
Q4 		– Sell
-949,900
Closed -$11.7M – 1959
2025
Q3 		$11.7M Sell
949,900
-499,508
-34% -$6.25M ﹤0.01% 1225
2025
Q2 		$17.7M Buy
+1,449,408
New +$17.6M ﹤0.01% 1007
2017
Q2 		– Sell
-5,802
Closed -$124K – 2230
2017
Q1 		$124K Hold
5,802
– – ﹤0.01% 2221
2016
Q4 		$119K Sell
5,802
-568
-9% -$11.7K ﹤0.01% 2160
2016
Q3 		$141K Sell
6,370
-442
-6% -$9.52K ﹤0.01% 2162
2016
Q2 		$142K Sell
6,812
-2,209
-24% -$44.6K ﹤0.01% 2060
2016
Q1 		$180K Sell
9,021
-84
-0.9% -$1.57K ﹤0.01% 2080
2015
Q4 		$173K Hold
9,105
– – ﹤0.01% 2113
2015
Q3 		$179K Hold
9,105
– – ﹤0.01% 2124
2015
Q2 		$208K Sell
9,105
-1,848
-17% -$43.9K ﹤0.01% 2099
2015
Q1 		$278K Hold
10,953
– – ﹤0.01% 2091
2014
Q4 		$271K Hold
10,953
– – ﹤0.01% 2091
2014
Q3 		$266K Hold
10,953
– – ﹤0.01% 2090
2014
Q2 		$290K Hold
10,953
– – ﹤0.01% 2077
2014
Q1 		$294K Buy
10,953
+1,220
+13% +$30.7K ﹤0.01% 2070
2013
Q4 		$234K Hold
9,733
– – ﹤0.01% 2110
2013
Q3 		$256K Hold
9,733
– – ﹤0.01% 2099
2013
Q2 		$298K Buy
+9,733
New +$306K ﹤0.01% 2033

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 $3.38T AUM 44.17% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group's DX Position: Q2 2026 in Review

Wellington Management Group increased its Dynex Capital (DX) stake by 143% in Q2 2026, buying an estimated $17.2M and bringing the position to 2,221,800 shares worth $29.1M. The position accounts for 0.01% of the portfolio, ranked #910.

Wellington Management Group first reported a position in DX in Q2 2013 and has held it in 20 quarters since. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Wellington Management Group held 2,221,800 shares of Dynex Capital worth $29.1M as of Q2 2026.
  • Wellington Management Group bought 1,307,100 Dynex Capital shares in Q2 2026, an estimated $17.2M.
  • Dynex Capital made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #910 holding.
  • Wellington Management Group first reported a position in Dynex Capital in Q2 2013 and has held it in 20 quarters since.
  • 288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.