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Burney Company’s Comfort Systems FIX Stock Holding History

Burney Company’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 		$1.28M Buy
+647
New +$1.17M 0.03% 314
2021
Q1 		– Sell
-5,950
Closed -$313K – 565
2020
Q4 		$313K Buy
+5,950
New +$309K 0.02% 440

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

Burney Company's FIX Position: Q2 2026 in Review

Burney Company opened a new position in Comfort Systems (FIX) in Q2 2026: 647 shares worth $1.28M. The stake represents 0.03% of the portfolio and ranks #314 among its holdings. This is a return to the name: Burney Company previously reported a position in FIX as recently as Q4 2020.

Burney Company first reported a position in FIX in Q4 2020 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Burney Company held 647 shares of Comfort Systems worth $1.28M as of Q2 2026.
  • Comfort Systems was a new Burney Company position in Q2 2026.
  • Comfort Systems made up 0.03% of Burney Company's portfolio in Q2 2026, its #314 holding.
  • Burney Company first reported a position in Comfort Systems in Q4 2020 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.