Bridgefront Capital’s Acuity Brands AYI Stock Holding History

Bridgefront Capital’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	$842K	Buy	3,003 +347	+13%	+$105K	0.21%	151
2025 Q4	$956K	Buy	+2,656	New	+$960K	0.24%	142
2025 Q3	–	Sell	-2,096	Closed	-$625K	–	584
2025 Q2	$625K	Buy	2,096 +1,158	+123%	+$300K	0.17%	221
2025 Q1	$247K	Buy	+938	New	+$284K	0.07%	448
2023 Q2	–	Sell	-1,461	Closed	-$267K	–	456
2023 Q1	$267K	Buy	+1,461	New	+$270K	0.16%	247
2021 Q4	–	Sell	-1,230	Closed	-$213K	–	305
2021 Q3	$213K	Buy	+1,230	New	+$216K	0.22%	231

Other funds holding AYI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bridgefront Capital's AYI Position: Q1 2026 in Review

Bridgefront Capital increased its Acuity Brands (AYI) stake by 13% in Q1 2026, buying an estimated $105K and bringing the position to 3,003 shares worth $842K. The position accounts for 0.21% of the portfolio, ranked #151.

Bridgefront Capital first reported a position in AYI in Q3 2021 and has held it in 6 quarters since. The position peaked at $956K in Q4 2025. 581 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

Bridgefront Capital held 3,003 shares of Acuity Brands worth $842K as of Q1 2026.
Bridgefront Capital bought 347 Acuity Brands shares in Q1 2026, an estimated $105K.
Acuity Brands made up 0.21% of Bridgefront Capital's portfolio in Q1 2026, its #151 holding.
Bridgefront Capital first reported a position in Acuity Brands in Q3 2021 and has held it in 6 quarters since.
Bridgefront Capital's Acuity Brands position peaked at $956K in Q4 2025.
581 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Bridgefront Capital's 13F filing for Q1 2026, filed 15 May 2026.