Perigon Wealth Management’s Acuity Brands AYI Stock Holding History

Perigon Wealth Management’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 Q3	$455K	Buy	1,468 +659	+81%	+$219K	0.01%	948
2026 Q2	$305K	Buy	809 +2	+0.2%	+$593	﹤0.01%	1107
2026 Q1	$226K	Buy	807 +204	+34%	+$62K	﹤0.01%	1154
2025 Q4	$217K	Buy	+603	New	+$218K	﹤0.01%	1199
2018 Q1	–	Sell	-104	Closed	-$18K	–	637
2017 Q4	$18K	Sell	104 -2,235	-96%	-$372K	0.01%	419
2017 Q3	$401K	Sell	2,339 -620	-21%	-$116K	0.13%	129
2017 Q2	$602K	Buy	2,959 +12	+0.4%	+$2.12K	0.13%	156
2017 Q1	$601K	Sell	2,947 -1,517	-34%	-$320K	0.13%	161
2016 Q4	$936K	Buy	4,464 +2,025	+83%	+$491K	0.2%	116
2016 Q3	$645K	Buy	2,439 +116	+5%	+$30.9K	0.17%	126
2016 Q2	$576K	Buy	2,323 +43	+2%	+$10.7K	0.15%	132
2016 Q1	$507K	Hold	2,280	–	–	0.16%	106
2015 Q4	$533K	Buy	2,280 +13	+0.6%	+$2.82K	0.15%	135
2015 Q3	$398K	Buy	+2,267	New	+$441K	0.12%	149

Other funds holding AYI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allen Operations New York $968M AUM 12.84% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Perigon Wealth Management's AYI Position: Q3 2026 in Review

Perigon Wealth Management increased its Acuity Brands (AYI) stake by 81% in Q3 2026, buying an estimated $219K and bringing the position to 1,468 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #948.

Perigon Wealth Management first reported a position in AYI in Q3 2015 and has held it in 14 quarters since. The position peaked at $936K in Q4 2016. 298 funds tracked by Wall St. Rank hold AYI as of Q3 2026.

Perigon Wealth Management held 1,468 shares of Acuity Brands worth $455K as of Q3 2026.
Perigon Wealth Management bought 659 Acuity Brands shares in Q3 2026, an estimated $219K.
Acuity Brands made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #948 holding.
Perigon Wealth Management first reported a position in Acuity Brands in Q3 2015 and has held it in 14 quarters since.
Perigon Wealth Management's Acuity Brands position peaked at $936K in Q4 2016.
298 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.