Pinnacle Wealth Planning Services, Inc.
Position in DX — Dynex Capital Inc
CIK 1726752
MANSFIELD, OH
Position in DX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,259
-$10,281 QoQ
Shares Held
630
-56.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#256
of 289 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DX Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $912,034 across 22 REIT - Mortgage names. DX ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
15,775 | $352,729 | |
| 2 | RITM |
Rithm Capital Corp.
|
17,299 | $162,437 | |
| 3 | BXMT |
Blackstone Mortgage Trust, Inc.
|
3,924 | $66,511 | |
| 4 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
5,841 | $62,381 | |
| 5 | AGNC |
AGNC Investment Corp.
|
4,846 | $52,821 | |
| 6 | EFC |
Ellington Financial Inc.
|
3,145 | $42,803 | |
| 7 | PMT |
PennyMac Mortgage Investment Trust
|
2,388 | $26,936 | |
| 8 | ABR |
Arbor Realty Trust Inc
|
4,821 | $26,129 |
All Filings in DX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,259 | 630 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $18,540 | 1,453 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $28,062 | 2,003 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||