Root Financial Partners
JCI icon

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
Q3 		$390K Buy
2,623
+7
+0.3% +$1.01K 0.01% 267
2026
Q2 		$382K Buy
2,616
+1,033
+65% +$146K 0.01% 238
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return

Root Financial Partners's JCI Position: Q3 2026 in Review

Root Financial Partners increased its Johnson Controls International (JCI) stake by 0.27% in Q3 2026, buying an estimated $1.01K and bringing the position to 2,623 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #267.

Root Financial Partners first reported a position in JCI in Q3 2025 and has held it in 5 quarters since. 881 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

  • Root Financial Partners held 2,623 shares of Johnson Controls International worth $390K as of Q3 2026.
  • Root Financial Partners bought 7 Johnson Controls International shares in Q3 2026, an estimated $1.01K.
  • Johnson Controls International made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #267 holding.
  • Root Financial Partners first reported a position in Johnson Controls International in Q3 2025 and has held it in 5 quarters since.
  • 881 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.