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Bay Harbor Wealth Management’s Comfort Systems FIX Stock Holding History

Bay Harbor Wealth Management’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 		$21.8K Buy
11
+2
+22% +$3.63K 0.01% 186
2026
Q1 		$12.4K Buy
9
+3
+50% +$3.81K ﹤0.01% 190
2025
Q4 		$5.6K Buy
6
+2
+50% +$1.85K ﹤0.01% 268
2025
Q3 		$3.3K Buy
4
+1
+33% +$678 ﹤0.01% 277
2025
Q2 		$1.61K Buy
3
+2
+200% +$871 ﹤0.01% 352
2025
Q1 		$322 Buy
+1
New +$403 ﹤0.01% 532

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

Bay Harbor Wealth Management's FIX Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Comfort Systems (FIX) stake by 22% in Q2 2026, buying an estimated $3.63K and bringing the position to 11 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #186.

Bay Harbor Wealth Management first reported a position in FIX in Q1 2025 and has held it in 6 quarters since. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Bay Harbor Wealth Management held 11 shares of Comfort Systems worth $21.8K as of Q2 2026.
  • Bay Harbor Wealth Management bought 2 Comfort Systems shares in Q2 2026, an estimated $3.63K.
  • Comfort Systems made up 0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Bay Harbor Wealth Management first reported a position in Comfort Systems in Q1 2025 and has held it in 6 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.