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Waverly Advisors’s LSI Industries LYTS Stock Holding History

Waverly Advisors’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
Q1 		$2.04M Buy
109,462
+381
+0.3% +$7.86K 0.02% 642
2025
Q4 		$2M Buy
109,081
+3,958
+4% +$80.4K 0.02% 600
2025
Q3 		$2.48M Buy
105,123
+2,463
+2% +$50.1K 0.02% 471
2025
Q2 		$1.75M Sell
102,660
-657
-0.6% -$10.6K 0.02% 516
2025
Q1 		$1.76M Buy
+103,317
New +$1.98M 0.02% 500

Other funds holding LYTS

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Waverly Advisors's LYTS Position: Q1 2026 in Review

Waverly Advisors increased its LSI Industries (LYTS) stake by 0.35% in Q1 2026, buying an estimated $7.86K and bringing the position to 109,462 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #642.

Waverly Advisors first reported a position in LYTS in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.48M in Q3 2025. 189 funds tracked by Wall St. Rank hold LYTS as of Q1 2026.

  • Waverly Advisors held 109,462 shares of LSI Industries worth $2.04M as of Q1 2026.
  • Waverly Advisors bought 381 LSI Industries shares in Q1 2026, an estimated $7.86K.
  • LSI Industries made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #642 holding.
  • Waverly Advisors first reported a position in LSI Industries in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's LSI Industries position peaked at $2.48M in Q3 2025.
  • 189 funds tracked by Wall St. Rank held LSI Industries as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.