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Sivia Capital Partners’s Acuity Brands AYI Stock Holding History

Sivia Capital 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
Q2 		$1.71M Buy
4,530
+3,271
+260% +$970K 0.21% 104
2026
Q1 		$353K Buy
1,259
+428
+52% +$130K 0.07% 323
2025
Q4 		$299K Buy
+831
New +$300K 0.06% 406

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

Sivia Capital Partners's AYI Position: Q2 2026 in Review

Sivia Capital Partners increased its Acuity Brands (AYI) stake by 260% in Q2 2026, buying an estimated $970K and bringing the position to 4,530 shares worth $1.71M. The position accounts for 0.21% of the portfolio, ranked #104.

Sivia Capital Partners first reported a position in AYI in Q4 2025 and has held it in 3 quarters since. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Sivia Capital Partners held 4,530 shares of Acuity Brands worth $1.71M as of Q2 2026.
  • Sivia Capital Partners bought 3,271 Acuity Brands shares in Q2 2026, an estimated $970K.
  • Acuity Brands made up 0.21% of Sivia Capital Partners's portfolio in Q2 2026, its #104 holding.
  • Sivia Capital Partners first reported a position in Acuity Brands in Q4 2025 and has held it in 3 quarters since.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.