PERSONAL CFO SOLUTIONS, LLC

Position in AYI — Acuity Inc. (De)

CIK 1677501 CHESTER, NJ

Position in AYI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$435,795

+$121,669 QoQ

Shares Held

1,157

+3.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#392

of 632 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Industrials · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $1,698,472 across 4 Electrical Equipment & Parts names. AYI ranks #2 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	2,127	$712,162
2	AYI	Acuity Inc. (De) This page	1,157	$435,795
3	BE	Bloom Energy Corp	917	$277,575
4	AEIS	Advanced Energy Industries Inc	732	$272,940

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$435,795	1,157	+3.2%	Shares	Sole	2026-08-07
2026-03-31	$314,126	1,121	+12.0%	Shares	Sole	2026-04-30
2025-12-31	$360,400	1,001	+10.0%	Shares	Defined	2026-01-22
2025-09-30	$313,394	910	+17.1%	Shares	Defined	2025-11-10
2025-06-30	$231,810	777	-10.8%	Shares	Defined	2025-08-12
2025-03-31	$229,377	871	+22.7%	Shares	Defined	2025-04-30
2024-12-31	$207,412	710	—	Shares	Defined	2025-02-07
No filing history on record for this holder in this stock.