Baird Financial Group
FIX icon

Baird Financial Group’s Comfort Systems FIX Stock Holding History

Baird Financial Group’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
Q1 		$13.9M Buy
10,101
+4,612
+84% +$5.86M 0.02% 466
2025
Q4 		$5.12M Buy
5,489
+26
+0.5% +$24K 0.01% 728
2025
Q3 		$4.51M Sell
5,463
-5,563
-50% -$3.77M 0.01% 766
2025
Q2 		$5.91M Buy
11,026
+5,386
+95% +$2.35M 0.01% 665
2025
Q1 		$1.82M Buy
5,640
+3,135
+125% +$1.26M ﹤0.01% 988
2024
Q4 		$1.06M Buy
2,505
+781
+45% +$343K ﹤0.01% 1165
2024
Q3 		$673K Sell
1,724
-270
-14% -$88.9K ﹤0.01% 1284
2024
Q2 		$606K Buy
1,994
+278
+16% +$88.4K ﹤0.01% 1320
2024
Q1 		$545K Hold
1,716
– – ﹤0.01% 1354
2023
Q4 		$353K Sell
1,716
-135
-7% -$24.9K ﹤0.01% 1468
2023
Q3 		$315K Buy
1,851
+539
+41% +$94.6K ﹤0.01% 1485
2023
Q2 		$215K Buy
+1,312
New +$195K ﹤0.01% 1594

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Baird Financial Group's FIX Position: Q1 2026 in Review

Baird Financial Group increased its Comfort Systems (FIX) stake by 84% in Q1 2026, buying an estimated $5.86M and bringing the position to 10,101 shares worth $13.9M. The position accounts for 0.02% of the portfolio, ranked #466.

Baird Financial Group first reported a position in FIX in Q2 2023 and has held it in 12 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Baird Financial Group held 10,101 shares of Comfort Systems worth $13.9M as of Q1 2026.
  • Baird Financial Group bought 4,612 Comfort Systems shares in Q1 2026, an estimated $5.86M.
  • Comfort Systems made up 0.02% of Baird Financial Group's portfolio in Q1 2026, its #466 holding.
  • Baird Financial Group first reported a position in Comfort Systems in Q2 2023 and has held it in 12 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.