Position in AYI
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,207,195
+$267,057 QoQ
Shares Held
3,205
-4.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#279
of 632 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AYI Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026PRIVATE CLIENT SERVICES, LLC holds $1,425,832 across 2 Electrical Equipment & Parts names. AYI ranks #1 (84.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AYI |
Acuity Inc. (De)
This page
|
3,205 | $1,207,195 | |
| 2 | VRT |
Vertiv Holdings Co
|
653 | $218,637 |
All Filings in AYI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,207,195 | 3,205 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $940,138 | 3,355 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,006,311 | 2,795 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,066,231 | 3,096 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $909,340 | 3,048 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $492,464 | 1,870 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,376,808 | 4,713 | Shares | Sole | 2025-01-08 | |
| No filing history on record for this holder in this stock. | ||||||