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Optimize Financial’s Johnson Controls International JCI Stock Holding History

Optimize Financial’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
Q1 		$347K Buy
+2,653
New +$343K 0.17% 230

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimize Financial's JCI Position: Q1 2026 in Review

Optimize Financial opened a new position in Johnson Controls International (JCI) in Q1 2026: 2,653 shares worth $347K. The stake represents 0.17% of the portfolio and ranks #230 among its holdings.

1,564 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Optimize Financial held 2,653 shares of Johnson Controls International worth $347K as of Q1 2026.
  • Johnson Controls International was a new Optimize Financial position in Q1 2026.
  • Johnson Controls International made up 0.17% of Optimize Financial's portfolio in Q1 2026, its #230 holding.
  • 1,564 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.