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B. Riley Wealth Advisors’s Johnson Controls International JCI Stock Holding History

B. Riley Wealth Advisors’s Portfolio JCI Stock Details JCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.33M Buy
16,606
+194
+1% +$27.4K 0.12% 162
2026
Q1 		$2.08M Sell
16,412
-1,251
-7% -$162K 0.13% 160
2025
Q4 		$2.12M Buy
17,663
+660
+4% +$75.8K 0.1% 196
2025
Q3 		$1.87M Hold
17,003
– – 0.09% 218
2025
Q2 		$1.8M Buy
+17,003
New +$1.57M 0.08% 230
2024
Q4 		$1.62M Sell
20,440
-417
-2% -$33.5K 0.05% 324
2024
Q3 		$1.61M Buy
20,857
+2,366
+13% +$166K 0.04% 374
2024
Q2 		$1.24M Buy
18,491
+4,281
+30% +$288K 0.03% 472
2024
Q1 		$761K Buy
14,210
+438
+3% +$25.5K 0.02% 610
2023
Q4 		$799K Sell
13,772
-438
-3% -$23K 0.02% 599
2023
Q3 		$761K Buy
14,210
+1,086
+8% +$67K 0.02% 610
2023
Q2 		$899K Sell
13,124
-1,688
-11% -$104K 0.02% 601
2023
Q1 		$897K Buy
14,812
+395
+3% +$25.3K 0.02% 573
2022
Q4 		$927K Buy
14,417
+2,137
+17% +$131K 0.03% 560
2022
Q3 		$605K Sell
12,280
-3
-0% -$159 0.02% 675
2022
Q2 		$589K Sell
12,283
-2,442
-17% -$136K 0.02% 589
2022
Q1 		$967K Buy
14,725
+598
+4% +$41.2K 0.03% 505
2021
Q4 		$1.15M Sell
14,127
-547
-4% -$41.4K 0.03% 485
2021
Q3 		$1M Buy
14,674
+402
+3% +$29K 0.03% 520
2021
Q2 		$980K Buy
14,272
+394
+3% +$25.4K 0.03% 511
2021
Q1 		$829K Buy
13,878
+1,159
+9% +$63.7K 0.03% 536
2020
Q4 		$594K Sell
12,719
-2,142
-14% -$95.2K 0.03% 483
2020
Q3 		$597K Buy
14,861
+1,103
+8% +$43.2K 0.03% 471
2020
Q2 		$470K Sell
13,758
-404
-3% -$12.4K 0.03% 481
2020
Q1 		$383K Buy
14,162
+534
+4% +$19.9K 0.03% 470
2019
Q4 		$556K Buy
13,628
+3,481
+34% +$147K 0.05% 400
2019
Q3 		$446K Buy
10,147
+2,766
+37% +$117K 0.04% 442
2019
Q2 		$305K Buy
+7,381
New +$284K 0.03% 556
2018
Q3 		– Sell
-18,804
Closed -$630K – 732
2018
Q2 		$630K Sell
18,804
-5,038
-21% -$175K 0.08% 265
2018
Q1 		$841K Sell
23,842
-12,002
-33% -$456K 0.12% 192
2017
Q4 		$1.37M Buy
35,844
+573
+2% +$22.4K 0.18% 138
2017
Q3 		$1.42M Buy
35,271
+535
+2% +$21.6K 0.24% 112
2017
Q2 		$1.51M Buy
34,736
+700
+2% +$29.3K 0.27% 107
2017
Q1 		$1.44M Buy
34,036
+9,386
+38% +$397K 0.29% 96
2016
Q4 		$1.02M Buy
24,650
+3,143
+15% +$138K 0.21% 125
2016
Q3 		$516K Buy
21,507
+10,963
+104% +$508K 0.1% 253
2016
Q2 		$270K Buy
+10,544
New +$465K 0.05% 429
2015
Q1 		– Sell
-2,849
Closed -$144 – 1296
2014
Q4 		$144 Buy
+2,849
New +$139K ﹤0.01% 1534
2014
Q3 		– Sell
-2,393
Closed -$125K – 1292
2014
Q2 		$125K Buy
2,393
+362
+18% +$18K 0.03% 631
2014
Q1 		$101K Buy
+2,031
New +$103K 0.03% 614

Other funds holding JCI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

B. Riley Wealth Advisors's JCI Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Johnson Controls International (JCI) stake by 1.2% in Q2 2026, buying an estimated $27.4K and bringing the position to 16,606 shares worth $2.33M. The position accounts for 0.12% of the portfolio, ranked #162.

B. Riley Wealth Advisors first reported a position in JCI in Q1 2014 and has held it in 40 quarters since. 341 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • B. Riley Wealth Advisors held 16,606 shares of Johnson Controls International worth $2.33M as of Q2 2026.
  • B. Riley Wealth Advisors bought 194 Johnson Controls International shares in Q2 2026, an estimated $27.4K.
  • Johnson Controls International made up 0.12% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • B. Riley Wealth Advisors first reported a position in Johnson Controls International in Q1 2014 and has held it in 40 quarters since.
  • 341 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.