Apella Capital’s Comfort Systems FIX Stock Holding History

Apella Capital’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	$306K	Buy	+182	New	+$330K	﹤0.01%	578

Other funds holding FIX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Apella Capital's FIX Position: Q2 2026 in Review

Apella Capital opened a new position in Comfort Systems (FIX) in Q2 2026: 182 shares worth $306K. The stake represents ﹤0.01% of the portfolio and ranks #578 among its holdings.

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

Apella Capital held 182 shares of Comfort Systems worth $306K as of Q2 2026.
Comfort Systems was a new Apella Capital position in Q2 2026.
Comfort Systems made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #578 holding.
180 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.