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WFA of San Diego’s Dynex Capital DX Stock Holding History

WFA of San Diego’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
-700
Closed -$8.93K – 168
2026
Q1 		$8.93K Hold
700
– – 0.01% 304
2025
Q4 		$9.81K Hold
700
– – 0.01% 315
2025
Q3 		$8.6K Hold
700
– – 0.01% 332
2025
Q2 		$8.55K Buy
+700
New +$8.49K 0.01% 333

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WFA of San Diego's DX Position: Q2 2026 in Review

WFA of San Diego sold out of Dynex Capital (DX) in Q2 2026, closing a stake of 700 shares — an estimated $8.93K sold.

WFA of San Diego first reported a position in DX in Q2 2025 and held it in 4 quarters. The position peaked at $9.81K in Q4 2025. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • WFA of San Diego reported no remaining Dynex Capital position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 700 Dynex Capital shares in Q2 2026, an estimated $8.93K.
  • WFA of San Diego first reported a position in Dynex Capital in Q2 2025 and held it in 4 quarters.
  • WFA of San Diego's Dynex Capital position peaked at $9.81K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.