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Congress Wealth Management’s LSI Industries LYTS Stock Holding History

Congress Wealth Management’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
2025
Q2 		$392K Buy
+23,045
New +$370K ﹤0.01% 996
2025
Q1 		– Sell
-25,835
Closed -$502K – 1098
2024
Q4 		$502K Sell
25,835
-42,510
-62% -$789K 0.01% 638
2024
Q3 		$1.1M Buy
68,345
+25,470
+59% +$390K 0.01% 504
2024
Q2 		$620K Buy
+42,875
New +$647K 0.01% 502

Other funds holding LYTS

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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

Congress Wealth Management's LYTS Position: Q2 2025 in Review

Congress Wealth Management opened a new position in LSI Industries (LYTS) in Q2 2025: 23,045 shares worth $392K. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in LYTS as recently as Q4 2024.

Congress Wealth Management first reported a position in LYTS in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.1M in Q3 2024. 159 funds tracked by Wall St. Rank hold LYTS as of Q2 2025.

  • Congress Wealth Management held 23,045 shares of LSI Industries worth $392K as of Q2 2025.
  • LSI Industries was a new Congress Wealth Management position in Q2 2025.
  • LSI Industries made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #996 holding.
  • Congress Wealth Management first reported a position in LSI Industries in Q2 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's LSI Industries position peaked at $1.1M in Q3 2024.
  • 159 funds tracked by Wall St. Rank held LSI Industries as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.