Annex Advisory Services’s LSI Industries LYTS Stock Holding History

Annex Advisory Services’s Portfolio LYTS Stock Details LYTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.33M	Sell	87,527 -3,252	-4%	-$75.2K	0.04%	151
2026 Q1	$1.69M	Sell	90,779 -3,405	-4%	-$70.3K	0.03%	162
2025 Q4	$1.73M	Sell	94,184 -2,439	-3%	-$49.6K	0.03%	162
2025 Q3	$2.28M	Sell	96,623 -49,032	-34%	-$997K	0.05%	126
2025 Q2	$2.48M	Buy	145,655 +6,528	+5%	+$105K	0.06%	120
2025 Q1	$2.37M	Buy	139,127 +2,380	+2%	+$45.7K	0.07%	115
2024 Q4	$2.66M	Buy	136,747 +30,464	+29%	+$565K	0.08%	109
2024 Q3	$1.72M	Buy	106,283 +25,982	+32%	+$398K	0.05%	118
2024 Q2	$1.16M	Buy	80,301 +8,136	+11%	+$123K	0.04%	129
2024 Q1	$1.09M	Buy	+72,165	New	+$1.02M	0.04%	124

Other funds holding LYTS

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Annex Advisory Services's LYTS Position: Q2 2026 in Review

Annex Advisory Services reduced its LSI Industries (LYTS) stake by 3.6% in Q2 2026, selling an estimated $75.2K and leaving 87,527 shares worth $2.33M. The position accounts for 0.04% of the portfolio, ranked #151.

Annex Advisory Services first reported a position in LYTS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.66M in Q4 2024. 7 funds tracked by Wall St. Rank hold LYTS as of Q2 2026.

Annex Advisory Services held 87,527 shares of LSI Industries worth $2.33M as of Q2 2026.
Annex Advisory Services sold 3,252 LSI Industries shares in Q2 2026, an estimated $75.2K.
LSI Industries made up 0.04% of Annex Advisory Services's portfolio in Q2 2026, its #151 holding.
Annex Advisory Services first reported a position in LSI Industries in Q1 2024 and has held it in 10 quarters since.
Annex Advisory Services's LSI Industries position peaked at $2.66M in Q4 2024.
7 funds tracked by Wall St. Rank held LSI Industries as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.