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Bell Investment Advisors’s Comfort Systems FIX Stock Holding History

Bell Investment Advisors’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 		$83.2K Hold
42
– – 0.01% 204
2026
Q1 		$57.9K Sell
42
-1
-2% -$1.27K 0.01% 230
2025
Q4 		$40.1K Buy
43
+12
+39% +$11.1K 0.01% 282
2025
Q3 		$25.6K Buy
31
+1
+3% +$678 ﹤0.01% 359
2025
Q2 		$16.1K Buy
30
+1
+3% +$436 ﹤0.01% 494
2025
Q1 		$9.35K Hold
29
– – ﹤0.01% 634
2024
Q4 		$12.3K Buy
29
+2
+7% +$878 ﹤0.01% 527
2024
Q3 		$10.5K Buy
27
+2
+8% +$659 ﹤0.01% 596
2024
Q2 		$7.6K Hold
25
– – ﹤0.01% 721
2024
Q1 		$7.94K Hold
25
– – ﹤0.01% 683
2023
Q4 		$5.14K Hold
25
– – ﹤0.01% 875
2023
Q3 		$4.26K Hold
25
– – ﹤0.01% 892
2023
Q2 		$4.11K Hold
25
– – ﹤0.01% 921
2023
Q1 		$3.65K Hold
25
– – ﹤0.01% 945
2022
Q4 		$2.88K Buy
+25
New +$2.91K ﹤0.01% 1089

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

Bell Investment Advisors's FIX Position: Q2 2026 in Review

Bell Investment Advisors held its Comfort Systems (FIX) position steady in Q2 2026 at 42 shares worth $83.2K. The position accounts for 0.01% of the portfolio, ranked #204.

Bell Investment Advisors first reported a position in FIX in Q4 2022 and has held it in 15 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Bell Investment Advisors held 42 shares of Comfort Systems worth $83.2K as of Q2 2026.
  • Bell Investment Advisors left its Comfort Systems share count unchanged in Q2 2026.
  • Comfort Systems made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #204 holding.
  • Bell Investment Advisors first reported a position in Comfort Systems in Q4 2022 and has held it in 15 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.