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 Q3	$2.03M	Buy	97,958 +10,431	+12%	+$234K	0.03%	157
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $429M AUM 35.79% 1-Year Est. Return

Legato Capital Management San Francisco, California $1.11B AUM 60.78% 1-Year Est. Return

Annex Advisory Services's LYTS Position: Q3 2026 in Review

Annex Advisory Services increased its LSI Industries (LYTS) stake by 12% in Q3 2026, buying an estimated $234K and bringing the position to 97,958 shares worth $2.03M. The position accounts for 0.03% of the portfolio, ranked #157.

Annex Advisory Services first reported a position in LYTS in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.66M in Q4 2024. 80 funds tracked by Wall St. Rank hold LYTS as of Q3 2026.

Annex Advisory Services held 97,958 shares of LSI Industries worth $2.03M as of Q3 2026.
Annex Advisory Services bought 10,431 LSI Industries shares in Q3 2026, an estimated $234K.
LSI Industries made up 0.03% of Annex Advisory Services's portfolio in Q3 2026, its #157 holding.
Annex Advisory Services first reported a position in LSI Industries in Q1 2024 and has held it in 11 quarters since.
Annex Advisory Services's LSI Industries position peaked at $2.66M in Q4 2024.
80 funds tracked by Wall St. Rank held LSI Industries as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.