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Birch Financial Group’s Dycom Industries DY Stock Holding History

Birch Financial Group’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$506K Hold
1,000
– – 0.26% 68
2026
Q1 		$339K Hold
1,000
– – 0.2% 92
2025
Q4 		$338K Hold
1,000
– – 0.19% 94
2025
Q3 		$292K Buy
+1,000
New +$262K 0.17% 91

Other funds holding DY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
WAM
Wilson Asset Management Sydney, Australia $364M AUM 10.92% 1-Year Est. Return

Birch Financial Group's DY Position: Q2 2026 in Review

Birch Financial Group held its Dycom Industries (DY) position steady in Q2 2026 at 1,000 shares worth $506K. The position accounts for 0.26% of the portfolio, ranked #68.

Birch Financial Group first reported a position in DY in Q3 2025 and has held it in 4 quarters since. 277 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Birch Financial Group held 1,000 shares of Dycom Industries worth $506K as of Q2 2026.
  • Birch Financial Group left its Dycom Industries share count unchanged in Q2 2026.
  • Dycom Industries made up 0.26% of Birch Financial Group's portfolio in Q2 2026, its #68 holding.
  • Birch Financial Group first reported a position in Dycom Industries in Q3 2025 and has held it in 4 quarters since.
  • 277 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.