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

Western 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 		$695K Buy
4,757
+436
+10% +$61.6K 0.2% 84
2026
Q1 		$566K Buy
+4,321
New +$558K 0.22% 88

Other funds holding JCI

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

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

Western Financial Corp increased its Johnson Controls International (JCI) stake by 10% in Q2 2026, buying an estimated $61.6K and bringing the position to 4,757 shares worth $695K. The position accounts for 0.2% of the portfolio, ranked #84.

Western Financial Corp first reported a position in JCI in Q1 2026 and has held it in 2 quarters since. 679 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Western Financial Corp held 4,757 shares of Johnson Controls International worth $695K as of Q2 2026.
  • Western Financial Corp bought 436 Johnson Controls International shares in Q2 2026, an estimated $61.6K.
  • Johnson Controls International made up 0.2% of Western Financial Corp's portfolio in Q2 2026, its #84 holding.
  • Western Financial Corp first reported a position in Johnson Controls International in Q1 2026 and has held it in 2 quarters since.
  • 679 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.