Position in JCI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$332,546
+$69,075 QoQ
Shares Held
2,276
+13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,076
of 1,597 holders
Holding Since
Mar 2021
18 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 Jun 30, 2026WEALTH ALLIANCE, LLC holds $2,907,826 across 6 Building Products & Equipment names. JCI ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
2,117 | $1,039,785 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
9,201 | $674,893 | |
| 3 | JCI |
Johnson Controls International plc
This page
|
2,276 | $332,546 | |
| 4 | LII |
Lennox International Inc
|
576 | $330,019 | |
| 5 | AWI |
Armstrong World Industries Inc
|
2,024 | $324,690 | |
| 6 | AAON |
Aaon, Inc.
|
1,623 | $205,893 |
All Filings in JCI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,546 | 2,276 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $263,471 | 2,012 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $262,731 | 2,194 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $260,141 | 2,366 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $289,715 | 2,743 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $285,031 | 3,558 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $286,673 | 3,632 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $287,079 | 3,699 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $240,953 | 3,625 | Shares | Defined | 2024-08-09 | |
| 2023-12-31 | $295,808 | 5,132 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $273,020 | 5,131 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $269,561 | 3,956 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $237,025 | 3,936 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $251,072 | 3,923 | Shares | Defined | 2023-02-13 | |
| 2021-12-31 | $254,418 | 3,129 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $218,536 | 3,210 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $238,626 | 3,477 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $219,048 | 3,671 | Shares | Defined | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||