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Wellspring Financial Advisors’s Johnson Controls International JCI Stock Holding History

Wellspring Financial Advisors’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 		$307K Buy
2,119
+13
+0.6% +$1.84K 0.02% 218
2026
Q1 		$276K Sell
2,106
-193
-8% -$24.9K 0.02% 228
2025
Q4 		$276K Buy
+2,299
New +$264K 0.02% 214

Other funds holding JCI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wellspring Financial Advisors's JCI Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Johnson Controls International (JCI) stake by 0.62% in Q2 2026, buying an estimated $1.84K and bringing the position to 2,119 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #218.

Wellspring Financial Advisors first reported a position in JCI in Q4 2025 and has held it in 3 quarters since. 472 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Wellspring Financial Advisors held 2,119 shares of Johnson Controls International worth $307K as of Q2 2026.
  • Wellspring Financial Advisors bought 13 Johnson Controls International shares in Q2 2026, an estimated $1.84K.
  • Johnson Controls International made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #218 holding.
  • Wellspring Financial Advisors first reported a position in Johnson Controls International in Q4 2025 and has held it in 3 quarters since.
  • 472 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.