SFC
JCI icon

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
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 $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

SYM Financial Corp's JCI Position: Q1 2026 in Review

SYM Financial Corp increased its Johnson Controls International (JCI) stake by 3.3% in Q1 2026, buying an estimated $15.4K and bringing the position to 3,698 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #136.

SYM Financial Corp first reported a position in JCI in Q1 2025 and has held it in 5 quarters since. 1,557 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • SYM Financial Corp held 3,698 shares of Johnson Controls International worth $484K as of Q1 2026.
  • SYM Financial Corp bought 119 Johnson Controls International shares in Q1 2026, an estimated $15.4K.
  • Johnson Controls International made up 0.05% of SYM Financial Corp's portfolio in Q1 2026, its #136 holding.
  • SYM Financial Corp first reported a position in Johnson Controls International in Q1 2025 and has held it in 5 quarters since.
  • 1,557 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.