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Sowell Financial Services’s Acuity Brands AYI Stock Holding History

Sowell 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
Q1 		– Sell
-561
Closed -$202K – 1128
2025
Q4 		$202K Buy
+561
New +$203K 0.01% 1037
2021
Q2 		– Sell
-51
Closed -$10K – 712
2021
Q1 		$10K Sell
51
-77
-60% -$9.82K ﹤0.01% 2304
2020
Q4 		$15K Buy
128
+68
+113% +$7.29K ﹤0.01% 1849
2020
Q3 		$6K Buy
+60
New +$6.17K ﹤0.01% 1938
2020
Q2 		– Sell
-7
Closed -$1K – 2458
2020
Q1 		$1K Hold
7
– – ﹤0.01% 2188
2019
Q4 		$1K Hold
7
– – ﹤0.01% 2295
2019
Q3 		$1K Buy
+7
New +$912 ﹤0.01% 2194

Other funds holding AYI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's AYI Position: Q1 2026 in Review

Sowell Financial Services sold out of Acuity Brands (AYI) in Q1 2026, closing a stake of 561 shares — an estimated $202K sold.

Sowell Financial Services first reported a position in AYI in Q3 2019 and held it in 7 quarters. The position peaked at $202K in Q4 2025. 584 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • Sowell Financial Services reported no remaining Acuity Brands position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 561 Acuity Brands shares in Q1 2026, an estimated $202K.
  • Sowell Financial Services first reported a position in Acuity Brands in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Acuity Brands position peaked at $202K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.