Concord Wealth Partners’s Dycom Industries DY Stock Holding History

Concord Wealth Partners’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 Q3	$110K	Hold	410	–	–	0.01%	269
2026 Q2	$207K	Buy	+410	New	+$179K	0.02%	216
2026 Q1	–	Sell	-410	Closed	-$138K	–	349
2025 Q4	$138K	Hold	410	–	–	0.02%	226
2025 Q3	$120K	Buy	410 +171	+72%	+$44.9K	0.02%	240
2025 Q2	$58.4K	Hold	239	–	–	0.01%	326
2025 Q1	$36.4K	Hold	239	–	–	0.01%	370
2024 Q4	$41.6K	Hold	239	–	–	0.01%	356
2024 Q3	$47.1K	Hold	239	–	–	0.01%	346
2024 Q2	$40.3K	Hold	239	–	–	0.01%	338
2024 Q1	$34.3K	Hold	239	–	–	0.01%	411
2023 Q4	$27.5K	Hold	239	–	–	0.01%	439
2023 Q3	$21.3K	Hold	239	–	–	﹤0.01%	500
2023 Q2	$27.2K	Hold	239	–	–	0.01%	458
2023 Q1	$22.4K	Sell	239 -3	-1%	-$279	0.01%	470
2022 Q4	$22.7K	Buy	+242	New	+$24.4K	0.01%	505
2022 Q3	–	Sell	-244	Closed	-$23K	–	412
2022 Q2	$23K	Hold	244	–	–	0.01%	513
2022 Q1	$23K	Sell	244 -1	-0.4%	-$92	0.01%	603
2021 Q4	$23K	Hold	245	–	–	0.01%	612
2021 Q3	$17K	Hold	245	–	–	0.01%	401
2021 Q2	$18K	Hold	245	–	–	0.01%	523
2021 Q1	$23K	Sell	245 -21,456	-99%	-$1.86M	0.01%	452
2020 Q4	$1.64M	Buy	+21,701	New	+$1.5M	1.26%	13

Other funds holding DY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Concord Wealth Partners's DY Position: Q3 2026 in Review

Concord Wealth Partners held its Dycom Industries (DY) position steady in Q3 2026 at 410 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #269.

Concord Wealth Partners first reported a position in DY in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.64M in Q4 2020. 231 funds tracked by Wall St. Rank hold DY as of Q3 2026.

Concord Wealth Partners held 410 shares of Dycom Industries worth $110K as of Q3 2026.
Concord Wealth Partners left its Dycom Industries share count unchanged in Q3 2026.
Dycom Industries made up 0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #269 holding.
Concord Wealth Partners first reported a position in Dycom Industries in Q4 2020 and has held it in 22 quarters since.
Concord Wealth Partners's Dycom Industries position peaked at $1.64M in Q4 2020.
231 funds tracked by Wall St. Rank held Dycom Industries as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.