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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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% -$6.63K 0.01% 545
2025
Q2
$49.9K Buy
+472
New +$43.4K 0.01% 491

Other funds holding JCI

Key Financial Inc's JCI Position: Q2 2026 in Review

Key Financial Inc reduced its Johnson Controls International (JCI) stake by 25% in Q2 2026, selling an estimated $17.9K and leaving 372 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #519.

Key Financial Inc first reported a position in JCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $65.3K in Q1 2026. 1,614 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Key Financial Inc held 372 shares of Johnson Controls International worth $54.4K as of Q2 2026.
  • Key Financial Inc sold 127 Johnson Controls International shares in Q2 2026, an estimated $17.9K.
  • Johnson Controls International made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #519 holding.
  • Key Financial Inc first reported a position in Johnson Controls International in Q2 2025 and has held it in 5 quarters since.
  • Key Financial Inc's Johnson Controls International position peaked at $65.3K in Q1 2026.
  • 1,614 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.