Jefferies Financial Group’s Dycom Industries DY Stock Holding History

Jefferies 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	$6.19M	Buy	+12,237	New	+$5.35M	0.04%	342
2026 Q1	–	Sell	-19,197	Closed	-$6.49M	–	1856
2025 Q4	$6.49M	Sell	19,197 -1,043	-5%	-$329K	0.03%	433
2025 Q3	$5.91M	Buy	+20,240	New	+$5.31M	0.03%	325
2025 Q2	–	Sell	-36,799	Closed	-$5.61M	–	1428
2025 Q1	$5.61M	Buy	+36,799	New	+$6.34M	0.05%	263
2023 Q3	–	Sell	-5,291	Closed	-$601K	–	1696
2023 Q2	$601K	Buy	+5,291	New	+$523K	0.01%	1119

Other funds holding DY

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HCC

Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

Jefferies Financial Group opened a new position in Dycom Industries (DY) in Q2 2026: 12,237 shares worth $6.19M. The stake represents 0.04% of the portfolio and ranks #342 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in DY as recently as Q4 2025.

Jefferies Financial Group first reported a position in DY in Q2 2023 and has held it in 5 quarters since. The position peaked at $6.49M in Q4 2025. 618 funds tracked by Wall St. Rank hold DY as of Q2 2026.

Jefferies Financial Group held 12,237 shares of Dycom Industries worth $6.19M as of Q2 2026.
Dycom Industries was a new Jefferies Financial Group position in Q2 2026.
Dycom Industries made up 0.04% of Jefferies Financial Group's portfolio in Q2 2026, its #342 holding.
Jefferies Financial Group first reported a position in Dycom Industries in Q2 2023 and has held it in 5 quarters since.
Jefferies Financial Group's Dycom Industries position peaked at $6.49M in Q4 2025.
618 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.