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Balboa Wealth Partners’s Comfort Systems FIX Stock Holding History

Balboa Wealth Partners’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 		$567K Sell
286
-108
-27% -$196K 0.08% 215
2026
Q1 		$543K Buy
394
+32
+9% +$40.6K 0.09% 187
2025
Q4 		$338K Buy
362
+16
+5% +$14.8K 0.06% 259
2025
Q3 		$286K Sell
346
-242
-41% -$164K 0.05% 282
2025
Q2 		$315K Buy
+588
New +$256K 0.06% 240
2025
Q1 		– Sell
-612
Closed -$260K – 343
2024
Q4 		$260K Buy
+612
New +$269K 0.06% 233

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

Balboa Wealth Partners's FIX Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Comfort Systems (FIX) stake by 27% in Q2 2026, selling an estimated $196K and leaving 286 shares worth $567K. The position accounts for 0.08% of the portfolio, ranked #215.

Balboa Wealth Partners first reported a position in FIX in Q4 2024 and has held it in 6 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Balboa Wealth Partners held 286 shares of Comfort Systems worth $567K as of Q2 2026.
  • Balboa Wealth Partners sold 108 Comfort Systems shares in Q2 2026, an estimated $196K.
  • Comfort Systems made up 0.08% of Balboa Wealth Partners's portfolio in Q2 2026, its #215 holding.
  • Balboa Wealth Partners first reported a position in Comfort Systems in Q4 2024 and has held it in 6 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.