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Keystone Financial Services (Colorado)’s Acuity Brands AYI Stock Holding History

Keystone Financial Services (Colorado)’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 		– Sell
-601
Closed -$216K – 121
2025
Q4 		$216K Sell
601
-4
-0.7% -$1.45K 0.07% 113
2025
Q3 		$208K Buy
+605
New +$193K 0.06% 122

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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Keystone Financial Services (Colorado)'s AYI Position: Q1 2026 in Review

Keystone Financial Services (Colorado) sold out of Acuity Brands (AYI) in Q1 2026, closing a stake of 601 shares — an estimated $216K sold.

Keystone Financial Services (Colorado) first reported a position in AYI in Q3 2025 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 581 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • Keystone Financial Services (Colorado) reported no remaining Acuity Brands position as of Q1 2026 after selling out during the quarter.
  • Keystone Financial Services (Colorado) sold 601 Acuity Brands shares in Q1 2026, an estimated $216K.
  • Keystone Financial Services (Colorado) first reported a position in Acuity Brands in Q3 2025 and held it in 2 quarters.
  • Keystone Financial Services (Colorado)'s Acuity Brands position peaked at $216K in Q4 2025.
  • 581 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.