SYM Financial Corp
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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
Q3 		$649K Buy
4,365
+154
+4% +$22.3K 0.05% 127
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

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

SYM Financial Corp's JCI Position: Q3 2026 in Review

SYM Financial Corp increased its Johnson Controls International (JCI) stake by 3.7% in Q3 2026, buying an estimated $22.3K and bringing the position to 4,365 shares worth $649K. The position accounts for 0.05% of the portfolio, ranked #127.

SYM Financial Corp first reported a position in JCI in Q1 2025 and has held it in 7 quarters since. 881 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

  • SYM Financial Corp held 4,365 shares of Johnson Controls International worth $649K as of Q3 2026.
  • SYM Financial Corp bought 154 Johnson Controls International shares in Q3 2026, an estimated $22.3K.
  • Johnson Controls International made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #127 holding.
  • SYM Financial Corp first reported a position in Johnson Controls International in Q1 2025 and has held it in 7 quarters since.
  • 881 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.