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Expect Equity LLC’s LSI Industries LYTS Stock Holding History

Expect Equity LLC’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
2026
Q2 		$3.78M Sell
142,209
-1,395
-1% -$32.2K 2.43% 8
2026
Q1 		$2.67M Hold
143,604
– – 2.08% 14
2025
Q4 		$2.63M Hold
143,604
– – 2.17% 16
2025
Q3 		$3.39M Sell
143,604
-6,246
-4% -$127K 3.31% 6
2025
Q2 		$2.55M Buy
149,850
+12,996
+9% +$209K 2.72% 14
2025
Q1 		$2.33M Buy
136,854
+13,730
+11% +$263K 2.62% 15
2024
Q4 		$2.39M Buy
+123,124
New +$2.28M 2.5% 17

Other funds holding LYTS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Expect Equity LLC's LYTS Position: Q2 2026 in Review

Expect Equity LLC reduced its LSI Industries (LYTS) stake by 0.97% in Q2 2026, selling an estimated $32.2K and leaving 142,209 shares worth $3.78M. The position accounts for 2.43% of the portfolio, ranked #8.

Expect Equity LLC first reported a position in LYTS in Q4 2024 and has held it in 7 quarters since. 175 funds tracked by Wall St. Rank hold LYTS as of Q2 2026.

  • Expect Equity LLC held 142,209 shares of LSI Industries worth $3.78M as of Q2 2026.
  • Expect Equity LLC sold 1,395 LSI Industries shares in Q2 2026, an estimated $32.2K.
  • LSI Industries made up 2.43% of Expect Equity LLC's portfolio in Q2 2026, its #8 holding.
  • Expect Equity LLC first reported a position in LSI Industries in Q4 2024 and has held it in 7 quarters since.
  • 175 funds tracked by Wall St. Rank held LSI Industries as of Q2 2026.

Based on Expect Equity LLC's 13F filing for Q2 2026, filed 14 Aug 2026.