CFO
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Callan Family Office’s Comfort Systems FIX Stock Holding History

Callan Family Office’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 		$7.39M Buy
3,731
+325
+10% +$590K 0.14% 140
2026
Q1 		$4.7M Sell
3,406
-12
-0.4% -$15.2K 0.11% 203
2025
Q4 		$3.19M Buy
3,418
+1,321
+63% +$1.22M 0.07% 258
2025
Q3 		$1.73M Sell
2,097
-167
-7% -$113K 0.06% 282
2025
Q2 		$1.21M Buy
2,264
+1,522
+205% +$663K 0.04% 359
2025
Q1 		$239K Sell
742
-4
-0.5% -$1.61K 0.02% 485
2024
Q4 		$316K Buy
+746
New +$328K 0.02% 469

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

Callan Family Office's FIX Position: Q2 2026 in Review

Callan Family Office increased its Comfort Systems (FIX) stake by 9.5% in Q2 2026, buying an estimated $590K and bringing the position to 3,731 shares worth $7.39M. The position accounts for 0.14% of the portfolio, ranked #140.

Callan Family Office first reported a position in FIX in Q4 2024 and has held it in 7 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Callan Family Office held 3,731 shares of Comfort Systems worth $7.39M as of Q2 2026.
  • Callan Family Office bought 325 Comfort Systems shares in Q2 2026, an estimated $590K.
  • Comfort Systems made up 0.14% of Callan Family Office's portfolio in Q2 2026, its #140 holding.
  • Callan Family Office first reported a position in Comfort Systems in Q4 2024 and has held it in 7 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.