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
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: Q1 2026 in Review

Key Financial Inc increased its Johnson Controls International (JCI) stake by 34% in Q1 2026, buying an estimated $16.4K and bringing the position to 499 shares worth $65.3K. The position accounts for 0.01% of the portfolio, ranked #480.

Key Financial Inc first reported a position in JCI in Q2 2025 and has held it in 4 quarters since. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Key Financial Inc held 499 shares of Johnson Controls International worth $65.3K as of Q1 2026.
  • Key Financial Inc bought 127 Johnson Controls International shares in Q1 2026, an estimated $16.4K.
  • Johnson Controls International made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #480 holding.
  • Key Financial Inc first reported a position in Johnson Controls International in Q2 2025 and has held it in 4 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.