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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
Q2 		$2.83M Sell
106,288
-3,174
-3% -$73.4K 0.02% 611
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

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
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Waverly Advisors's LYTS Position: Q2 2026 in Review

Waverly Advisors reduced its LSI Industries (LYTS) stake by 2.9% in Q2 2026, selling an estimated $73.4K and leaving 106,288 shares worth $2.83M. The position accounts for 0.02% of the portfolio, ranked #611.

Waverly Advisors first reported a position in LYTS in Q1 2025 and has held it in 6 quarters since. 174 funds tracked by Wall St. Rank hold LYTS as of Q2 2026.

  • Waverly Advisors held 106,288 shares of LSI Industries worth $2.83M as of Q2 2026.
  • Waverly Advisors sold 3,174 LSI Industries shares in Q2 2026, an estimated $73.4K.
  • LSI Industries made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #611 holding.
  • Waverly Advisors first reported a position in LSI Industries in Q1 2025 and has held it in 6 quarters since.
  • 174 funds tracked by Wall St. Rank held LSI Industries as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.