AIA
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Affinity Investment Advisors’s Comfort Systems FIX Stock Holding History

Affinity Investment Advisors’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 		$640K Sell
323
-24
-7% -$43.5K 0.32% 81
2026
Q1 		$479K Buy
347
+32
+10% +$40.6K 0.3% 90
2025
Q4 		$294K Buy
+315
New +$291K 0.2% 117
2021
Q1 		– Sell
-13,968
Closed -$736K – 152
2020
Q4 		$736K Hold
13,968
– – 0.3% 94
2020
Q3 		$719K Sell
13,968
-48
-0.3% -$2.33K 0.32% 76
2020
Q2 		$571K Hold
14,016
– – 0.27% 94
2020
Q1 		$512K Buy
14,016
+4,200
+43% +$186K 0.26% 79
2019
Q4 		$489K Sell
9,816
-53
-0.5% -$2.58K 0.18% 94
2019
Q3 		$437K Buy
9,869
+12
+0.1% +$523 0.14% 96
2019
Q2 		$503K Sell
9,857
-93
-0.9% -$4.79K 0.14% 84
2019
Q1 		$521K Sell
9,950
-877
-8% -$43.8K 0.11% 74
2018
Q4 		$473K Hold
10,827
– – 0.08% 81
2018
Q3 		$611K Buy
10,827
+1,304
+14% +$69.9K 0.08% 78
2018
Q2 		$436K Hold
9,523
– – 0.06% 123
2018
Q1 		$393K Buy
9,523
+2,177
+30% +$91.5K 0.05% 126
2017
Q4 		$321K Buy
7,346
+1,204
+20% +$49.3K 0.04% 125
2017
Q3 		$219K Buy
6,142
+520
+9% +$18K 0.03% 168
2017
Q2 		$209K Sell
5,622
-4,714
-46% -$167K 0.02% 164
2017
Q1 		$379K Buy
10,336
+3,140
+44% +$109K 0.03% 130
2016
Q4 		$240K Hold
7,196
– – 0.02% 144
2016
Q3 		$211K Hold
7,196
– – 0.02% 148
2016
Q2 		$234K Hold
7,196
– – 0.02% 145
2016
Q1 		$229K Buy
+7,196
New +$204K 0.02% 143

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Affinity Investment Advisors's FIX Position: Q2 2026 in Review

Affinity Investment Advisors reduced its Comfort Systems (FIX) stake by 6.9% in Q2 2026, selling an estimated $43.5K and leaving 323 shares worth $640K. The position accounts for 0.32% of the portfolio, ranked #81.

Affinity Investment Advisors first reported a position in FIX in Q1 2016 and has held it in 23 quarters since. The position peaked at $736K in Q4 2020. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Affinity Investment Advisors held 323 shares of Comfort Systems worth $640K as of Q2 2026.
  • Affinity Investment Advisors sold 24 Comfort Systems shares in Q2 2026, an estimated $43.5K.
  • Comfort Systems made up 0.32% of Affinity Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • Affinity Investment Advisors first reported a position in Comfort Systems in Q1 2016 and has held it in 23 quarters since.
  • Affinity Investment Advisors's Comfort Systems position peaked at $736K in Q4 2020.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Affinity Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.