Legacy Advisors
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Legacy Advisors’s Johnson Controls International JCI Stock Holding History

Legacy Advisors’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 		– Sell
-2,381
Closed -$349K – 338
2026
Q2 		$349K Buy
+2,381
New +$336K 0.03% 224
2017
Q4 		– Sell
-107
Closed -$4K – 395
2017
Q3 		$4K Buy
+107
New +$4.33K ﹤0.01% 302

Other funds holding JCI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Legacy Advisors's JCI Position: Q3 2026 in Review

Legacy Advisors sold out of Johnson Controls International (JCI) in Q3 2026, closing a stake of 2,381 shares — an estimated $349K sold.

Legacy Advisors first reported a position in JCI in Q3 2017 and held it in 2 quarters. The position peaked at $349K in Q2 2026. 447 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

  • Legacy Advisors reported no remaining Johnson Controls International position as of Q3 2026 after selling out during the quarter.
  • Legacy Advisors sold 2,381 Johnson Controls International shares in Q3 2026, an estimated $349K.
  • Legacy Advisors first reported a position in Johnson Controls International in Q3 2017 and held it in 2 quarters.
  • Legacy Advisors's Johnson Controls International position peaked at $349K in Q2 2026.
  • 447 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.