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JFS Wealth Advisors’s Acuity Brands AYI Stock Holding History

JFS Wealth Advisors’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 		$16.9K Buy
45
+3
+7% +$889 ﹤0.01% 810
2026
Q1 		$11.8K Sell
42
-1
-2% -$304 ﹤0.01% 890
2025
Q4 		$15.5K Buy
43
+10
+30% +$3.62K ﹤0.01% 836
2025
Q3 		$11.4K Hold
33
– – ﹤0.01% 857
2025
Q2 		$9.85K Sell
33
-1
-3% -$259 ﹤0.01% 869
2025
Q1 		$8.95K Hold
34
– – ﹤0.01% 909
2024
Q4 		$9.93K Hold
34
– – ﹤0.01% 854
2024
Q3 		$9.36K Buy
34
+1
+3% +$249 ﹤0.01% 877
2024
Q2 		$7.97K Hold
33
– – ﹤0.01% 865
2024
Q1 		$8.87K Hold
33
– – ﹤0.01% 861
2023
Q4 		$6.76K Buy
33
+16
+94% +$2.89K ﹤0.01% 936
2023
Q3 		$2.9K Sell
17
-12
-41% -$1.96K ﹤0.01% 1223
2023
Q2 		$4.73K Sell
29
-9
-24% -$1.44K ﹤0.01% 1028
2023
Q1 		$6.94K Buy
38
+9
+31% +$1.66K ﹤0.01% 861
2022
Q4 		$4.8K Buy
29
+14
+93% +$2.49K ﹤0.01% 1006
2022
Q3 		$2K Sell
15
-1
-6% -$169 ﹤0.01% 1280
2022
Q2 		$2K Sell
16
-10
-38% -$1.7K ﹤0.01% 1279
2022
Q1 		$5K Buy
26
+15
+136% +$2.88K ﹤0.01% 1019
2021
Q4 		$2K Buy
+11
New +$2.27K ﹤0.01% 1030
2018
Q4 		– Sell
-30
Closed -$5K – 458
2018
Q3 		$5K Buy
+30
New +$4.31K ﹤0.01% 454

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's AYI Position: Q2 2026 in Review

JFS Wealth Advisors increased its Acuity Brands (AYI) stake by 7.1% in Q2 2026, buying an estimated $889 and bringing the position to 45 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

JFS Wealth Advisors first reported a position in AYI in Q3 2018 and has held it in 20 quarters since. 636 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • JFS Wealth Advisors held 45 shares of Acuity Brands worth $16.9K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Acuity Brands shares in Q2 2026, an estimated $889.
  • Acuity Brands made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #810 holding.
  • JFS Wealth Advisors first reported a position in Acuity Brands in Q3 2018 and has held it in 20 quarters since.
  • 636 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.