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BOK Financial Private Wealth’s Acuity Brands AYI Stock Holding History

BOK Financial Private 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
2025
Q2 		– Sell
-22
Closed -$5.79K – 426
2025
Q1 		$5.79K Buy
+22
New +$6.65K ﹤0.01% 425
2023
Q2 		– Sell
-13
Closed -$2.38K – 367
2023
Q1 		$2.38K Buy
+13
New +$2.4K ﹤0.01% 412

Other funds holding AYI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BOK Financial Private Wealth's AYI Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of Acuity Brands (AYI) in Q2 2025, closing a stake of 22 shares — an estimated $5.79K sold.

BOK Financial Private Wealth first reported a position in AYI in Q1 2023 and held it in 2 quarters. The position peaked at $5.79K in Q1 2025. 549 funds tracked by Wall St. Rank hold AYI as of Q2 2025.

  • BOK Financial Private Wealth reported no remaining Acuity Brands position as of Q2 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 22 Acuity Brands shares in Q2 2025, an estimated $5.79K.
  • BOK Financial Private Wealth first reported a position in Acuity Brands in Q1 2023 and held it in 2 quarters.
  • BOK Financial Private Wealth's Acuity Brands position peaked at $5.79K in Q1 2025.
  • 549 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.