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Newbridge Financial Services Group’s Acuity Brands AYI Stock Holding History

Newbridge Financial Services Group’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
-7
Closed -$2.52K – 1189
2025
Q4 		$2.52K Buy
+7
New +$2.53K ﹤0.01% 997

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Newbridge Financial Services Group's AYI Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of Acuity Brands (AYI) in Q1 2026, closing a stake of 7 shares — an estimated $2.52K sold.

Newbridge Financial Services Group first reported a position in AYI in Q4 2025 and held it in 1 quarter. The position peaked at $2.52K in Q4 2025. 584 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • Newbridge Financial Services Group reported no remaining Acuity Brands position as of Q1 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 7 Acuity Brands shares in Q1 2026, an estimated $2.52K.
  • Newbridge Financial Services Group first reported a position in Acuity Brands in Q4 2025 and held it in 1 quarter.
  • Newbridge Financial Services Group's Acuity Brands position peaked at $2.52K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.