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Root Financial Partners’s Johnson Controls International JCI Stock Holding History

Root Financial Partners’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 		$207K Buy
1,583
+169
+12% +$21.8K 0.01% 326
2025
Q4 		$169K Sell
1,414
-482
-25% -$55.3K 0.01% 334
2025
Q3 		$208K Buy
+1,896
New +$203K 0.01% 275

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's JCI Position: Q1 2026 in Review

Root Financial Partners increased its Johnson Controls International (JCI) stake by 12% in Q1 2026, buying an estimated $21.8K and bringing the position to 1,583 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #326.

Root Financial Partners first reported a position in JCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $208K in Q3 2025. 1,557 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Root Financial Partners held 1,583 shares of Johnson Controls International worth $207K as of Q1 2026.
  • Root Financial Partners bought 169 Johnson Controls International shares in Q1 2026, an estimated $21.8K.
  • Johnson Controls International made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #326 holding.
  • Root Financial Partners first reported a position in Johnson Controls International in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Johnson Controls International position peaked at $208K in Q3 2025.
  • 1,557 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

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