CFCI
JCI icon

Comprehensive Financial Consultants Institutional’s Johnson Controls International JCI Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$6.05M Sell
41,430
-3,571
-8% -$504K 1.6% 12
2026
Q1 		$5.89M Sell
45,001
-1,972
-4% -$255K 1.75% 8
2025
Q4 		$5.63M Sell
46,973
-1,654
-3% -$190K 1.7% 8
2025
Q3 		$5.35M Sell
48,627
-6,040
-11% -$645K 1.66% 11
2025
Q2 		$5.77M Sell
54,667
-3,627
-6% -$334K 1.89% 6
2025
Q1 		$4.67M Sell
58,294
-518
-0.9% -$42.6K 1.66% 12
2024
Q4 		$4.64M Buy
58,812
+1,246
+2% +$100K 1.69% 9
2024
Q3 		$4.47M Buy
57,566
+1,300
+2% +$91.2K 1.63% 11
2024
Q2 		$3.74M Buy
56,266
+4,010
+8% +$270K 1.46% 17
2024
Q1 		$3.41M Buy
52,256
+3,362
+7% +$196K 1.42% 18
2023
Q4 		$2.82M Buy
48,894
+3,535
+8% +$186K 1.31% 23
2023
Q3 		$2.41M Buy
45,359
+4,525
+11% +$279K 1.27% 26
2023
Q2 		$2.83M Buy
+40,834
New +$2.51M 1.5% 15

Other funds holding JCI

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's JCI Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Johnson Controls International (JCI) stake by 7.9% in Q2 2026, selling an estimated $504K and leaving 41,430 shares worth $6.05M. The position accounts for 1.6% of the portfolio, ranked #12.

Comprehensive Financial Consultants Institutional first reported a position in JCI in Q2 2023 and has held it in 13 quarters since. 246 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 41,430 shares of Johnson Controls International worth $6.05M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 3,571 Johnson Controls International shares in Q2 2026, an estimated $504K.
  • Johnson Controls International made up 1.6% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #12 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Johnson Controls International in Q2 2023 and has held it in 13 quarters since.
  • 246 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.