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Personal CFO Solutions’s Acuity Brands AYI Stock Holding History

Personal CFO Solutions’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 		$314K Buy
1,121
+120
+12% +$36.5K 0.04% 362
2025
Q4 		$361K Buy
1,001
+91
+10% +$32.9K 0.06% 309
2025
Q3 		$313K Buy
910
+133
+17% +$42.4K 0.06% 333
2025
Q2 		$232K Sell
777
-94
-11% -$24.3K 0.04% 419
2025
Q1 		$229K Buy
871
+161
+23% +$48.7K 0.05% 389
2024
Q4 		$207K Buy
+710
New +$222K 0.04% 435

Other funds holding AYI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

Personal CFO Solutions's AYI Position: Q1 2026 in Review

Personal CFO Solutions increased its Acuity Brands (AYI) stake by 12% in Q1 2026, buying an estimated $36.5K and bringing the position to 1,121 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #362.

Personal CFO Solutions first reported a position in AYI in Q4 2024 and has held it in 6 quarters since. The position peaked at $361K in Q4 2025. 581 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • Personal CFO Solutions held 1,121 shares of Acuity Brands worth $314K as of Q1 2026.
  • Personal CFO Solutions bought 120 Acuity Brands shares in Q1 2026, an estimated $36.5K.
  • Acuity Brands made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #362 holding.
  • Personal CFO Solutions first reported a position in Acuity Brands in Q4 2024 and has held it in 6 quarters since.
  • Personal CFO Solutions's Acuity Brands position peaked at $361K in Q4 2025.
  • 581 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.