BPI
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BFC Planning, Inc.’s Johnson Controls International JCI Stock Holding History

BFC Planning, Inc.’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 		$305K Buy
2,086
+366
+21% +$51.7K 0.01% 794
2026
Q1 		$225K Sell
1,720
-337
-16% -$43.5K 0.01% 834
2025
Q4 		$246K Buy
2,057
+201
+11% +$23.1K 0.01% 794
2025
Q3 		$204K Sell
1,856
-51
-3% -$5.45K 0.01% 659
2025
Q2 		$201K Sell
1,907
-437
-19% -$40.2K 0.02% 633
2025
Q1 		$188K Buy
2,344
+31
+1% +$2.55K 0.02% 636
2024
Q4 		$183K Buy
+2,313
New +$186K 0.02% 655

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BFC Planning, Inc.'s JCI Position: Q2 2026 in Review

BFC Planning, Inc. increased its Johnson Controls International (JCI) stake by 21% in Q2 2026, buying an estimated $51.7K and bringing the position to 2,086 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #794.

BFC Planning, Inc. first reported a position in JCI in Q4 2024 and has held it in 7 quarters since. 1,623 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • BFC Planning, Inc. held 2,086 shares of Johnson Controls International worth $305K as of Q2 2026.
  • BFC Planning, Inc. bought 366 Johnson Controls International shares in Q2 2026, an estimated $51.7K.
  • Johnson Controls International made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #794 holding.
  • BFC Planning, Inc. first reported a position in Johnson Controls International in Q4 2024 and has held it in 7 quarters since.
  • 1,623 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.