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Independent Financial Group’s Johnson Controls International JCI Stock Holding History

Independent Financial Group’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 		$395K Buy
2,704
+73
+3% +$10.3K 0.01% 1089
2026
Q1 		$345K Sell
2,631
-124
-5% -$16K 0.01% 1101
2025
Q4 		$330K Sell
2,755
-146
-5% -$16.8K 0.01% 1099
2025
Q3 		$319K Sell
2,901
-107
-4% -$11.4K 0.01% 1064
2025
Q2 		$318K Buy
3,008
+167
+6% +$15.4K 0.01% 1004
2025
Q1 		$228K Buy
2,841
+152
+6% +$12.5K 0.01% 1057
2024
Q4 		$212K Buy
+2,689
New +$216K 0.01% 1068

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 $3.37T AUM 44.26% 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 $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $336B AUM 34.66% 1-Year Est. Return

Independent Financial Group's JCI Position: Q2 2026 in Review

Independent Financial Group increased its Johnson Controls International (JCI) stake by 2.8% in Q2 2026, buying an estimated $10.3K and bringing the position to 2,704 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #1089.

Independent Financial Group first reported a position in JCI in Q4 2024 and has held it in 7 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Independent Financial Group held 2,704 shares of Johnson Controls International worth $395K as of Q2 2026.
  • Independent Financial Group bought 73 Johnson Controls International shares in Q2 2026, an estimated $10.3K.
  • Johnson Controls International made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1089 holding.
  • Independent Financial Group first reported a position in Johnson Controls International in Q4 2024 and has held it in 7 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.