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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
2025
Q3 		– Sell
-1,500
Closed -$158K – 1141
2025
Q2 		$158K Buy
+1,500
New +$138K 0.01% 919

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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. 405 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.
  • 405 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.