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
Q2 		$15.3M Sell
7,697
-2,404
-24% -$4.36M 0.02% 482
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 $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

Baird Financial Group's FIX Position: Q2 2026 in Review

Baird Financial Group reduced its Comfort Systems (FIX) stake by 24% in Q2 2026, selling an estimated $4.36M and leaving 7,697 shares worth $15.3M. The position accounts for 0.02% of the portfolio, ranked #482.

Baird Financial Group first reported a position in FIX in Q2 2023 and has held it in 13 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Baird Financial Group held 7,697 shares of Comfort Systems worth $15.3M as of Q2 2026.
  • Baird Financial Group sold 2,404 Comfort Systems shares in Q2 2026, an estimated $4.36M.
  • Comfort Systems made up 0.02% of Baird Financial Group's portfolio in Q2 2026, its #482 holding.
  • Baird Financial Group first reported a position in Comfort Systems in Q2 2023 and has held it in 13 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.