Phocas Financial Corp’s LSI Industries LYTS Stock Holding History

Phocas Financial Corp’s Portfolio LYTS Stock Details LYTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.35M	Sell	163,716 -8,474	-5%	-$196K	0.6%	72
2026 Q1	$3.2M	Sell	172,190 -47,589	-22%	-$982K	0.5%	83
2025 Q4	$4.03M	Sell	219,779 -518	-0.2%	-$10.5K	0.52%	78
2025 Q3	$5.2M	Buy	220,297 +4,457	+2%	+$90.6K	0.67%	66
2025 Q2	$3.67M	Buy	215,840 +1,900	+0.9%	+$30.5K	0.53%	76
2025 Q1	$3.64M	Sell	213,940 -12,144	-5%	-$233K	0.56%	73
2024 Q4	$4.39M	Buy	+226,084	New	+$4.19M	0.59%	73

Other funds holding LYTS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phocas Financial Corp's LYTS Position: Q2 2026 in Review

Phocas Financial Corp reduced its LSI Industries (LYTS) stake by 4.9% in Q2 2026, selling an estimated $196K and leaving 163,716 shares worth $4.35M. The position accounts for 0.6% of the portfolio, ranked #72.

Phocas Financial Corp first reported a position in LYTS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.2M in Q3 2025. 174 funds tracked by Wall St. Rank hold LYTS as of Q2 2026.

Phocas Financial Corp held 163,716 shares of LSI Industries worth $4.35M as of Q2 2026.
Phocas Financial Corp sold 8,474 LSI Industries shares in Q2 2026, an estimated $196K.
LSI Industries made up 0.6% of Phocas Financial Corp's portfolio in Q2 2026, its #72 holding.
Phocas Financial Corp first reported a position in LSI Industries in Q4 2024 and has held it in 7 quarters since.
Phocas Financial Corp's LSI Industries position peaked at $5.2M in Q3 2025.
174 funds tracked by Wall St. Rank held LSI Industries as of Q2 2026.

Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.