Bellars Harris Wealth Management, LLC’s Comfort Systems FIX Stock Holding History

Bellars Harris Wealth Management, LLC’s Portfolio FIX Stock Details FIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.23M	Buy	+4,655	New	+$8.45M	1.88%	19

Other funds holding FIX

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's FIX Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Comfort Systems (FIX) in Q2 2026: 4,655 shares worth $9.23M. The stake represents 1.88% of the portfolio and ranks #19 among its holdings.

678 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Bellars Harris Wealth Management, LLC held 4,655 shares of Comfort Systems worth $9.23M as of Q2 2026.
Comfort Systems was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
Comfort Systems made up 1.88% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #19 holding.
678 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.