Position in AYI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,831,320
+$468,891 QoQ
Shares Held
4,862
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#239
of 632 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AYI Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Evercore Wealth Management, LLC holds $2,356,448 across 4 Electrical Equipment & Parts names. AYI ranks #1 (77.7% of the industry book) .
All Filings in AYI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,831,320 | 4,862 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,362,429 | 4,862 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,751,594 | 4,865 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,675,457 | 4,865 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,451,424 | 4,865 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,412,082 | 5,362 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,566,401 | 5,362 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,615,713 | 5,867 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,416,528 | 5,867 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,576,638 | 5,867 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,201,737 | 5,867 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,000,400 | 5,874 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $956,790 | 5,867 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,072,076 | 5,867 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $971,633 | 5,867 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $923,876 | 5,867 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $903,752 | 5,867 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,110,623 | 5,867 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,242,161 | 5,867 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,017,161 | 5,867 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,097,305 | 5,867 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $968,055 | 5,867 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $710,435 | 5,867 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $601,306 | 5,875 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $561,706 | 5,867 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $503,595 | 5,879 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||