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SYM Financial Corp’s Johnson Controls International JCI Stock Holding History

SYM Financial Corp’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 		$615K Buy
4,211
+513
+14% +$72.4K 0.05% 116
2026
Q1 		$484K Buy
3,698
+119
+3% +$15.4K 0.05% 136
2025
Q4 		$429K Sell
3,579
-12
-0.3% -$1.38K 0.04% 153
2025
Q3 		$395K Sell
3,591
-122
-3% -$13K 0.04% 150
2025
Q2 		$392K Buy
3,713
+1,184
+47% +$109K 0.04% 158
2025
Q1 		$203K Buy
+2,529
New +$208K 0.03% 262

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

SYM Financial Corp's JCI Position: Q2 2026 in Review

SYM Financial Corp increased its Johnson Controls International (JCI) stake by 14% in Q2 2026, buying an estimated $72.4K and bringing the position to 4,211 shares worth $615K. The position accounts for 0.05% of the portfolio, ranked #116.

SYM Financial Corp first reported a position in JCI in Q1 2025 and has held it in 6 quarters since. 1,614 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • SYM Financial Corp held 4,211 shares of Johnson Controls International worth $615K as of Q2 2026.
  • SYM Financial Corp bought 513 Johnson Controls International shares in Q2 2026, an estimated $72.4K.
  • Johnson Controls International made up 0.05% of SYM Financial Corp's portfolio in Q2 2026, its #116 holding.
  • SYM Financial Corp first reported a position in Johnson Controls International in Q1 2025 and has held it in 6 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.