Bank Julius Baer & Co
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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank Julius Baer & Co's FIX Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Comfort Systems (FIX) stake by 14% in Q1 2026, selling an estimated $992K and leaving 4,767 shares worth $6.12M. The position accounts for 0.02% of the portfolio, ranked #211.

Bank Julius Baer & Co first reported a position in FIX in Q4 2025 and has held it in 2 quarters since. 1,199 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Bank Julius Baer & Co held 4,767 shares of Comfort Systems worth $6.12M as of Q1 2026.
  • Bank Julius Baer & Co sold 781 Comfort Systems shares in Q1 2026, an estimated $992K.
  • Comfort Systems made up 0.02% of Bank Julius Baer & Co's portfolio in Q1 2026, its #211 holding.
  • Bank Julius Baer & Co first reported a position in Comfort Systems in Q4 2025 and has held it in 2 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.