Root Financial Partners
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Root Financial Partners’s Acuity Brands AYI Stock Holding History

Root Financial Partners’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 		$114K Buy
+368
New +$122K ﹤0.01% 673
2026
Q2 		– Sell
-122
Closed -$34.2K – 670
2026
Q1 		$34.2K Sell
122
-2
-2% -$608 ﹤0.01% 1042
2025
Q4 		$44.6K Buy
124
+28
+29% +$10.1K ﹤0.01% 759
2025
Q3 		$33.1K Buy
+96
New +$30.6K ﹤0.01% 844

Other funds holding AYI

Boston Trust Walden
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Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Root Financial Partners's AYI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Acuity Brands (AYI) in Q3 2026: 368 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AYI as recently as Q1 2026.

Root Financial Partners first reported a position in AYI in Q3 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold AYI as of Q3 2026.

  • Root Financial Partners held 368 shares of Acuity Brands worth $114K as of Q3 2026.
  • Acuity Brands was a new Root Financial Partners position in Q3 2026.
  • Acuity Brands made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #673 holding.
  • Root Financial Partners first reported a position in Acuity Brands in Q3 2025 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.