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Arlington Financial Advisors’s Acuity Brands AYI Stock Holding History

Arlington Financial Advisors’s Portfolio AYI Stock Details AYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-583
Closed -$210K – 98
2025
Q4 		$210K Hold
583
– – 0.03% 104
2025
Q3 		$201K Buy
+583
New +$186K 0.03% 109

Other funds holding AYI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arlington Financial Advisors's AYI Position: Q1 2026 in Review

Arlington Financial Advisors sold out of Acuity Brands (AYI) in Q1 2026, closing a stake of 583 shares — an estimated $210K sold.

Arlington Financial Advisors first reported a position in AYI in Q3 2025 and held it in 2 quarters. The position peaked at $210K in Q4 2025. 581 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • Arlington Financial Advisors reported no remaining Acuity Brands position as of Q1 2026 after selling out during the quarter.
  • Arlington Financial Advisors sold 583 Acuity Brands shares in Q1 2026, an estimated $210K.
  • Arlington Financial Advisors first reported a position in Acuity Brands in Q3 2025 and held it in 2 quarters.
  • Arlington Financial Advisors's Acuity Brands position peaked at $210K in Q4 2025.
  • 581 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Arlington Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.