Talbot Financial’s Dycom Industries DY Stock Holding History

Talbot 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 Q2	$329K	Hold	650	–	–	0.02%	60
2026 Q1	$220K	Hold	650	–	–	0.02%	66
2025 Q4	$220K	Buy	+650	New	+$205K	0.02%	66

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

Talbot Financial's DY Position: Q2 2026 in Review

Talbot Financial held its Dycom Industries (DY) position steady in Q2 2026 at 650 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #60.

Talbot Financial first reported a position in DY in Q4 2025 and has held it in 3 quarters since. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

Talbot Financial held 650 shares of Dycom Industries worth $329K as of Q2 2026.
Talbot Financial left its Dycom Industries share count unchanged in Q2 2026.
Dycom Industries made up 0.02% of Talbot Financial's portfolio in Q2 2026, its #60 holding.
Talbot Financial first reported a position in Dycom Industries in Q4 2025 and has held it in 3 quarters since.
621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Talbot Financial's 13F filing for Q2 2026, filed 14 Jul 2026.