JNBA Financial Advisors’s Resideo Technologies REZI Stock Holding History

JNBA Financial Advisors’s Portfolio REZI Stock Details REZI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.91K	Buy	222 +22	+11%	+$757	﹤0.01%	565
2026 Q1	$6.74K	Hold	200	–	–	﹤0.01%	549
2025 Q4	$7.02K	Hold	200	–	–	﹤0.01%	527
2025 Q3	$8.64K	Hold	200	–	–	﹤0.01%	494
2025 Q2	$4.41K	Hold	200	–	–	﹤0.01%	550
2025 Q1	$3.54K	Hold	200	–	–	﹤0.01%	563
2024 Q4	$4.61K	Hold	200	–	–	﹤0.01%	548
2024 Q3	$4.03K	Hold	200	–	–	﹤0.01%	566
2024 Q2	$3.91K	Hold	200	–	–	﹤0.01%	542
2024 Q1	$4.48K	Sell	200 -3	-1%	-$59	﹤0.01%	548
2023 Q4	$3.82K	Hold	203	–	–	﹤0.01%	559
2023 Q3	$3.21K	Hold	203	–	–	﹤0.01%	587
2023 Q2	$3.58K	Hold	203	–	–	﹤0.01%	572
2023 Q1	$3.71K	Hold	203	–	–	﹤0.01%	579
2022 Q4	$3.34K	Hold	203	–	–	﹤0.01%	550
2022 Q3	$4K	Hold	203	–	–	﹤0.01%	553
2022 Q2	$4K	Buy	203 +3	+2%	+$68	﹤0.01%	591
2022 Q1	$5K	Sell	200 -25	-11%	-$627	﹤0.01%	561
2021 Q4	$6K	Buy	225 +4	+2%	+$104	﹤0.01%	590
2021 Q3	$5K	Hold	221	–	–	﹤0.01%	591
2021 Q2	$7K	Hold	221	–	–	﹤0.01%	522
2021 Q1	$6K	Hold	221	–	–	﹤0.01%	516
2020 Q4	$5K	Sell	221 -16	-7%	-$256	﹤0.01%	496
2020 Q3	$3K	Hold	237	–	–	﹤0.01%	503
2020 Q2	$3K	Hold	237	–	–	﹤0.01%	496
2020 Q1	$1K	Sell	237 -33	-12%	-$311	﹤0.01%	548
2019 Q4	$3K	Hold	270	–	–	﹤0.01%	536
2019 Q3	$4K	Sell	270 -3	-1%	-$50	﹤0.01%	493
2019 Q2	$6K	Buy	273 +3	+1%	+$63	﹤0.01%	496
2019 Q1	$5K	Sell	270 -50	-16%	-$1.11K	﹤0.01%	455
2018 Q4	$7K	Buy	+320	New	+$6.83K	﹤0.01%	411

Other funds holding REZI

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

JNBA Financial Advisors's REZI Position: Q2 2026 in Review

JNBA Financial Advisors increased its Resideo Technologies (REZI) stake by 11% in Q2 2026, buying an estimated $757 and bringing the position to 222 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

JNBA Financial Advisors first reported a position in REZI in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.64K in Q3 2025. 123 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

JNBA Financial Advisors held 222 shares of Resideo Technologies worth $6.91K as of Q2 2026.
JNBA Financial Advisors bought 22 Resideo Technologies shares in Q2 2026, an estimated $757.
Resideo Technologies made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #565 holding.
JNBA Financial Advisors first reported a position in Resideo Technologies in Q4 2018 and has held it in 31 quarters since.
JNBA Financial Advisors's Resideo Technologies position peaked at $8.64K in Q3 2025.
123 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.