XML Financial’s Dynex Capital DX Stock Holding History

XML Financial’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	–	Sell	-13,650	Closed	-$191K	–	433
2025 Q4	$191K	Buy	+13,650	New	+$184K	0.02%	427

Other funds holding DX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

XML Financial's DX Position: Q1 2026 in Review

XML Financial sold out of Dynex Capital (DX) in Q1 2026, closing a stake of 13,650 shares — an estimated $191K sold.

XML Financial first reported a position in DX in Q4 2025 and held it in 1 quarter. The position peaked at $191K in Q4 2025. 267 funds tracked by Wall St. Rank hold DX as of Q1 2026.

XML Financial reported no remaining Dynex Capital position as of Q1 2026 after selling out during the quarter.
XML Financial sold 13,650 Dynex Capital shares in Q1 2026, an estimated $191K.
XML Financial first reported a position in Dynex Capital in Q4 2025 and held it in 1 quarter.
XML Financial's Dynex Capital position peaked at $191K in Q4 2025.
267 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.