Bank Julius Baer & Co
FIX icon

Bank Julius Baer & Co’s Comfort Systems FIX Stock Holding History

Bank Julius Baer & Co’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 		$104M Buy
52,483
+47,716
+1,001% +$86.6M 0.27% 81
2026
Q1 		$6.12M Sell
4,767
-781
-14% -$992K 0.02% 211
2025
Q4 		$5.25M Buy
+5,548
New +$5.12M 0.01% 232

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 $3.38T AUM 44.17% 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

Bank Julius Baer & Co's FIX Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Comfort Systems (FIX) stake by 1,001% in Q2 2026, buying an estimated $86.6M and bringing the position to 52,483 shares worth $104M. The position accounts for 0.27% of the portfolio, ranked #81.

Bank Julius Baer & Co first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Bank Julius Baer & Co held 52,483 shares of Comfort Systems worth $104M as of Q2 2026.
  • Bank Julius Baer & Co bought 47,716 Comfort Systems shares in Q2 2026, an estimated $86.6M.
  • Comfort Systems made up 0.27% of Bank Julius Baer & Co's portfolio in Q2 2026, its #81 holding.
  • Bank Julius Baer & Co first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.