Position in AYI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$441,822
+$187,383 QoQ
Shares Held
1,173
+29.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#389
of 632 holders
Holding Since
Mar 2020
14 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $8,280,972 across 6 Electrical Equipment & Parts names. AYI ranks #5 (5.3% of the industry book) .
All Filings in AYI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,822 | 1,173 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $254,439 | 908 | Shares | Defined | 2026-05-15 | |
| 2023-03-31 | $232,798 | 1,274 | Shares | Defined | 2023-08-15 | |
| 2022-09-30 | $622,793 | 3,955 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $602,450 | 3,911 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $757,200 | 4,000 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $846,033 | 3,996 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,037,792 | 5,986 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,118,626 | 5,981 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $986,865 | 5,981 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $727,750 | 6,010 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $714,505 | 6,981 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $663,190 | 6,927 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $581,631 | 6,790 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||