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Catalyst Financial Partners’s Comfort Systems FIX Stock Holding History

Catalyst Financial Partners’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 		$688K Sell
347
-10
-3% -$18.1K 0.07% 164
2026
Q1 		$492K Buy
357
+112
+46% +$142K 0.06% 207
2025
Q4 		$229K Sell
245
-17
-6% -$15.7K 0.03% 282
2025
Q3 		$216K Buy
+262
New +$178K 0.03% 296

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

Catalyst Financial Partners's FIX Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Comfort Systems (FIX) stake by 2.8% in Q2 2026, selling an estimated $18.1K and leaving 347 shares worth $688K. The position accounts for 0.07% of the portfolio, ranked #164.

Catalyst Financial Partners first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Catalyst Financial Partners held 347 shares of Comfort Systems worth $688K as of Q2 2026.
  • Catalyst Financial Partners sold 10 Comfort Systems shares in Q2 2026, an estimated $18.1K.
  • Comfort Systems made up 0.07% of Catalyst Financial Partners's portfolio in Q2 2026, its #164 holding.
  • Catalyst Financial Partners first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.