Stifel Financial
DY icon

Stifel Financial’s Dycom Industries DY Stock Holding History

Stifel Financial’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
Q1 		$4.26M Sell
12,566
-3,271
-21% -$1.23M ﹤0.01% 1439
2025
Q4 		$5.35M Sell
15,837
-98
-0.6% -$30.9K ﹤0.01% 1287
2025
Q3 		$4.65M Buy
15,935
+3,203
+25% +$841K ﹤0.01% 1349
2025
Q2 		$3.11M Sell
12,732
-4,644
-27% -$914K ﹤0.01% 1529
2025
Q1 		$2.65M Sell
17,376
-2,477
-12% -$427K ﹤0.01% 1570
2024
Q4 		$3.46M Sell
19,853
-379
-2% -$70.1K ﹤0.01% 1413
2024
Q3 		$3.99M Buy
20,232
+6,418
+46% +$1.16M ﹤0.01% 1331
2024
Q2 		$2.33M Sell
13,814
-37
-0.3% -$5.77K ﹤0.01% 1620
2024
Q1 		$1.99M Sell
13,851
-781
-5% -$96.2K ﹤0.01% 1722
2023
Q4 		$1.68M Sell
14,632
-4,232
-22% -$402K ﹤0.01% 1794
2023
Q3 		$1.68M Buy
18,864
+3,344
+22% +$334K ﹤0.01% 1705
2023
Q2 		$1.76M Sell
15,520
-2,336
-13% -$231K ﹤0.01% 1719
2023
Q1 		$1.67M Sell
17,856
-1,149
-6% -$107K ﹤0.01% 1691
2022
Q4 		$1.78M Sell
19,005
-567
-3% -$57.1K ﹤0.01% 1600
2022
Q3 		$1.87M Buy
19,572
+5,616
+40% +$588K ﹤0.01% 1532
2022
Q2 		$1.3M Buy
13,956
+572
+4% +$51K ﹤0.01% 1809
2022
Q1 		$1.27M Sell
13,384
-2,788
-17% -$255K ﹤0.01% 1936
2021
Q4 		$1.52M Sell
16,172
-6,853
-30% -$580K ﹤0.01% 1828
2021
Q3 		$1.64M Sell
23,025
-4,818
-17% -$341K ﹤0.01% 1720
2021
Q2 		$2.08M Buy
27,843
+5,724
+26% +$493K ﹤0.01% 1587
2021
Q1 		$2.05M Buy
22,119
+7,285
+49% +$632K ﹤0.01% 1499
2020
Q4 		$1.12M Buy
14,834
+1,124
+8% +$77.5K ﹤0.01% 1759
2020
Q3 		$724K Sell
13,710
-23,532
-63% -$1.14M ﹤0.01% 1849
2020
Q2 		$1.52M Buy
37,242
+9,426
+34% +$326K ﹤0.01% 1300
2020
Q1 		$730K Sell
27,816
-6,444
-19% -$228K ﹤0.01% 1622
2019
Q4 		$1.61M Buy
34,260
+3,776
+12% +$184K ﹤0.01% 1473
2019
Q3 		$1.56M Buy
30,484
+833
+3% +$42K ﹤0.01% 1467
2019
Q2 		$1.75M Sell
29,651
-536
-2% -$27.4K ﹤0.01% 1438
2019
Q1 		$1.4M Buy
30,187
+4,888
+19% +$268K ﹤0.01% 1453
2018
Q4 		$1.36M Sell
25,299
-11,323
-31% -$761K ﹤0.01% 1360
2018
Q3 		$3.09M Buy
36,622
+11,439
+45% +$990K 0.01% 1045
2018
Q2 		$2.38M Sell
25,183
-6,637
-21% -$679K 0.01% 1110
2018
Q1 		$3.42M Buy
31,820
+3,669
+13% +$417K 0.01% 940
2017
Q4 		$3.14M Buy
28,151
+2,049
+8% +$198K 0.01% 958
2017
Q3 		$2.25M Sell
26,102
-5,017
-16% -$423K 0.01% 1054
2017
Q2 		$2.79M Buy
31,119
+7,281
+31% +$706K 0.01% 950
2017
Q1 		$2.21M Sell
23,838
-11,456
-32% -$972K 0.01% 1043
2016
Q4 		$2.83M Buy
35,294
+24,197
+218% +$1.96M 0.01% 890
2016
Q3 		$897K Buy
11,097
+5,913
+114% +$522K ﹤0.01% 1390
2016
Q2 		$467K Sell
5,184
-3,780
-42% -$285K ﹤0.01% 1799
2016
Q1 		$579K Buy
+8,964
New +$547K ﹤0.01% 1503

Other funds holding DY

PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stifel Financial's DY Position: Q1 2026 in Review

Stifel Financial reduced its Dycom Industries (DY) stake by 21% in Q1 2026, selling an estimated $1.23M and leaving 12,566 shares worth $4.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Stifel Financial first reported a position in DY in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.35M in Q4 2025. 516 funds tracked by Wall St. Rank hold DY as of Q1 2026.

  • Stifel Financial held 12,566 shares of Dycom Industries worth $4.26M as of Q1 2026.
  • Stifel Financial sold 3,271 Dycom Industries shares in Q1 2026, an estimated $1.23M.
  • Dycom Industries made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1439 holding.
  • Stifel Financial first reported a position in Dycom Industries in Q1 2016 and has held it in 41 quarters since.
  • Stifel Financial's Dycom Industries position peaked at $5.35M in Q4 2025.
  • 516 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.