Confluence Wealth Services, Inc.
Position in JCI — Johnson Controls International plc
CIK 1910411
MCMURRAY, PA
Position in JCI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$829,466
+$289,691 QoQ
Shares Held
5,677
+37.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#763
of 1,597 holders
Holding Since
Jun 2023
13 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, 2026Confluence Wealth Services, Inc. holds $3,586,578 across 4 Building Products & Equipment names. JCI ranks #2 (23.1% of the industry book) .
All Filings in JCI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,466 | 5,677 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $539,775 | 4,122 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $510,135 | 4,260 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $468,387 | 4,260 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $399,560 | 3,783 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $320,680 | 4,003 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $484,235 | 6,135 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $600,856 | 7,742 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,217,132 | 18,311 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,193,069 | 18,265 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $454,894 | 7,892 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $685,185 | 12,877 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $867,762 | 12,735 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||