Position in JCI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$615,269
+$131,016 QoQ
Shares Held
4,211
+13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#845
of 1,590 holders
Holding Since
Mar 2025
6 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, 2026SYM FINANCIAL Corp holds $1,321,734 across 3 Building Products & Equipment names. JCI ranks #1 (46.6% of the industry book) .
All Filings in JCI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,269 | 4,211 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $484,253 | 3,698 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $428,585 | 3,579 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $394,830 | 3,591 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $392,167 | 3,713 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $202,598 | 2,529 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||