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Regal Investment Advisors’s Johnson Controls International JCI Stock Holding History

Regal Investment 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
Q2 		– Sell
-1,731
Closed -$227K – 678
2026
Q1 		$227K Buy
+1,731
New +$224K 0.01% 601
2015
Q4 		– Sell
-4,588
Closed -$198K – 597
2015
Q3 		$198K Buy
4,588
+4,070
+786% +$188K 0.05% 232
2015
Q2 		$26K Sell
518
-129
-20% -$6.9K 0.01% 519
2015
Q1 		$34K Buy
647
+2
+0.3% +$102 0.01% 486
2014
Q4 		$33K Buy
645
+2
+0.3% +$98 0.01% 455
2014
Q3 		$30K Sell
643
-445
-41% -$22.4K 0.01% 488
2014
Q2 		$57K Buy
1,088
+2
+0.2% +$99 0.02% 366
2014
Q1 		$54K Buy
1,086
+513
+90% +$26K 0.02% 333
2013
Q4 		$31K Sell
573
-587
-51% -$28.9K 0.02% 369
2013
Q3 		$51K Buy
1,160
+3
+0.3% +$127 0.03% 295
2013
Q2 		$44K Buy
+1,157
New +$43.2K 0.02% 313

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Regal Investment Advisors's JCI Position: Q2 2026 in Review

Regal Investment Advisors sold out of Johnson Controls International (JCI) in Q2 2026, closing a stake of 1,731 shares — an estimated $227K sold.

Regal Investment Advisors first reported a position in JCI in Q2 2013 and held it in 11 quarters. The position peaked at $227K in Q1 2026. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Regal Investment Advisors reported no remaining Johnson Controls International position as of Q2 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 1,731 Johnson Controls International shares in Q2 2026, an estimated $227K.
  • Regal Investment Advisors first reported a position in Johnson Controls International in Q2 2013 and held it in 11 quarters.
  • Regal Investment Advisors's Johnson Controls International position peaked at $227K in Q1 2026.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.