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Independent Advisor Alliance’s Acuity Brands AYI Stock Holding History

Independent Advisor Alliance’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
Q2 		$984K Buy
2,611
+1,043
+67% +$309K 0.02% 466
2026
Q1 		$439K Sell
1,568
-5
-0.3% -$1.52K ﹤0.01% 1166
2025
Q4 		$566K Buy
+1,573
New +$569K 0.01% 612

Other funds holding AYI

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Independent Advisor Alliance's AYI Position: Q2 2026 in Review

Independent Advisor Alliance increased its Acuity Brands (AYI) stake by 67% in Q2 2026, buying an estimated $309K and bringing the position to 2,611 shares worth $984K. The position accounts for 0.02% of the portfolio, ranked #466.

Independent Advisor Alliance first reported a position in AYI in Q4 2025 and has held it in 3 quarters since. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Independent Advisor Alliance held 2,611 shares of Acuity Brands worth $984K as of Q2 2026.
  • Independent Advisor Alliance bought 1,043 Acuity Brands shares in Q2 2026, an estimated $309K.
  • Acuity Brands made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #466 holding.
  • Independent Advisor Alliance first reported a position in Acuity Brands in Q4 2025 and has held it in 3 quarters since.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.