Position in JCI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$417,730
+$66,743 QoQ
Shares Held
3,190
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026HBK Sorce Advisory LLC holds $2,592,664 across 5 Building Products & Equipment names. JCI ranks #3 (16.1% of the industry book) .
All Filings in JCI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $417,730 | 3,190 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $350,987 | 2,931 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $292,027 | 2,656 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $258,769 | 2,450 | Shares | Sole | 2025-08-04 | |
| 2022-12-31 | $264,576 | 4,134 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||