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Richardson Financial Services’s Acuity Brands AYI Stock Holding History

Richardson Financial Services’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
Q2 		– Sell
-68
Closed -$19.1K – 613
2026
Q1 		$19.1K Sell
68
-49
-42% -$14.9K 0.01% 420
2025
Q4 		$42.1K Buy
117
+17
+17% +$6.14K 0.01% 319
2025
Q3 		$34.4K Buy
100
+55
+122% +$17.5K 0.02% 318
2025
Q2 		$13.8K Sell
45
-35
-44% -$9.06K 0.01% 373
2025
Q1 		$21.1K Buy
80
+11
+16% +$3.33K 0.02% 322
2024
Q4 		$20.3K Buy
69
+7
+11% +$2.19K 0.01% 340
2024
Q3 		$15K Hold
62
– – 0.01% 368
2024
Q2 		$15K Sell
62
-15
-19% -$3.83K 0.01% 346
2024
Q1 		$20.7K Buy
77
+6
+8% +$1.45K 0.01% 345
2023
Q4 		$14.5K Buy
+71
New +$12.8K 0.01% 289

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Richardson Financial Services's AYI Position: Q2 2026 in Review

Richardson Financial Services sold out of Acuity Brands (AYI) in Q2 2026, closing a stake of 68 shares — an estimated $19.1K sold.

Richardson Financial Services first reported a position in AYI in Q4 2023 and held it in 10 quarters. The position peaked at $42.1K in Q4 2025. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Richardson Financial Services reported no remaining Acuity Brands position as of Q2 2026 after selling out during the quarter.
  • Richardson Financial Services sold 68 Acuity Brands shares in Q2 2026, an estimated $19.1K.
  • Richardson Financial Services first reported a position in Acuity Brands in Q4 2023 and held it in 10 quarters.
  • Richardson Financial Services's Acuity Brands position peaked at $42.1K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.