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Root Financial Partners’s LSI Industries LYTS Stock Holding History

Root Financial Partners’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 		– Sell
-36
Closed -$670 – 2003
2026
Q1 		$670 Buy
+36
New +$743 ﹤0.01% 2762

Other funds holding LYTS

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Root Financial Partners's LYTS Position: Q2 2026 in Review

Root Financial Partners sold out of LSI Industries (LYTS) in Q2 2026, closing a stake of 36 shares — an estimated $670 sold.

Root Financial Partners first reported a position in LYTS in Q1 2026 and held it in 1 quarter. The position peaked at $670 in Q1 2026. 24 funds tracked by Wall St. Rank hold LYTS as of Q2 2026.

  • Root Financial Partners reported no remaining LSI Industries position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 36 LSI Industries shares in Q2 2026, an estimated $670.
  • Root Financial Partners first reported a position in LSI Industries in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's LSI Industries position peaked at $670 in Q1 2026.
  • 24 funds tracked by Wall St. Rank held LSI Industries as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.