Balance Wealth
AYI icon

Balance Wealth’s Acuity Brands AYI Stock Holding History

Balance Wealth’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
Q3 		$929 Buy
+3
New +$998 ﹤0.01% 842

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Balance Wealth's AYI Position: Q3 2026 in Review

Balance Wealth opened a new position in Acuity Brands (AYI) in Q3 2026: 3 shares worth $929. The stake represents ﹤0.01% of the portfolio and ranks #842 among its holdings.

507 funds tracked by Wall St. Rank hold AYI as of Q3 2026.

  • Balance Wealth held 3 shares of Acuity Brands worth $929 as of Q3 2026.
  • Acuity Brands was a new Balance Wealth position in Q3 2026.
  • Acuity Brands made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #842 holding.
  • 507 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.