Key Financial Inc’s Johnson Controls International JCI Stock Holding History

Key Financial 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 Q3	$57.1K	Buy	384 +12	+3%	+$1.74K	0.01%	513
2026 Q2	$54.4K	Sell	372 -127	-25%	-$17.9K	0.01%	519
2026 Q1	$65.3K	Buy	499 +127	+34%	+$16.4K	0.01%	480
2025 Q4	$44.5K	Sell	372 -38	-9%	-$4.36K	0.01%	545
2025 Q3	$44.6K	Sell	410 -62	-13%	-$6.62K	0.01%	545
2025 Q2	$49.9K	Buy	+472	New	+$43.4K	0.01%	491

Other funds holding JCI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Key Financial Inc's JCI Position: Q3 2026 in Review

Key Financial Inc increased its Johnson Controls International (JCI) stake by 3.2% in Q3 2026, buying an estimated $1.74K and bringing the position to 384 shares worth $57.1K. The position accounts for 0.01% of the portfolio, ranked #513.

Key Financial Inc first reported a position in JCI in Q2 2025 and has held it in 6 quarters since. The position peaked at $65.3K in Q1 2026. 833 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

Key Financial Inc held 384 shares of Johnson Controls International worth $57.1K as of Q3 2026.
Key Financial Inc bought 12 Johnson Controls International shares in Q3 2026, an estimated $1.74K.
Johnson Controls International made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #513 holding.
Key Financial Inc first reported a position in Johnson Controls International in Q2 2025 and has held it in 6 quarters since.
Key Financial Inc's Johnson Controls International position peaked at $65.3K in Q1 2026.
833 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.