BEI
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Benjamin Edwards Inc’s Comfort Systems FIX Stock Holding History

Benjamin Edwards Inc’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 		$2.5M Sell
1,259
-315
-20% -$572K 0.02% 510
2026
Q1 		$2.17M Buy
1,574
+339
+27% +$430K 0.02% 520
2025
Q4 		$1.15M Sell
1,235
-351
-22% -$324K 0.01% 659
2025
Q3 		$1.31M Buy
1,586
+196
+14% +$133K 0.01% 608
2025
Q2 		$746K Buy
1,390
+108
+8% +$47K 0.01% 724
2025
Q1 		$413K Hold
1,282
– – 0.01% 842
2024
Q4 		$544K Buy
1,282
+98
+8% +$43K 0.01% 794
2024
Q3 		$462K Buy
1,184
+92
+8% +$30.3K 0.01% 818
2024
Q2 		$332K Sell
1,092
-1,235
-53% -$393K 0.06% 271
2024
Q1 		$739K Buy
2,327
+614
+36% +$157K 0.15% 165
2023
Q4 		$352K Buy
1,713
+44
+3% +$8.13K 0.08% 233
2023
Q3 		$284K Buy
1,669
+542
+48% +$95.1K 0.07% 236
2023
Q2 		$185K Buy
1,127
+497
+79% +$73.9K 0.04% 287
2023
Q1 		$92K Buy
630
+372
+144% +$48.3K 0.02% 373
2022
Q4 		$30K Buy
+258
New +$30K 0.01% 461

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

Benjamin Edwards Inc's FIX Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Comfort Systems (FIX) stake by 20% in Q2 2026, selling an estimated $572K and leaving 1,259 shares worth $2.5M. The position accounts for 0.02% of the portfolio, ranked #510.

Benjamin Edwards Inc first reported a position in FIX in Q4 2022 and has held it in 15 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Benjamin Edwards Inc held 1,259 shares of Comfort Systems worth $2.5M as of Q2 2026.
  • Benjamin Edwards Inc sold 315 Comfort Systems shares in Q2 2026, an estimated $572K.
  • Comfort Systems made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #510 holding.
  • Benjamin Edwards Inc first reported a position in Comfort Systems in Q4 2022 and has held it in 15 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.