CPIG
FIX icon

Chicago Partners Investment Group’s Comfort Systems FIX Stock Holding History

Chicago Partners Investment Group’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 		$4.1M Buy
2,237
+30
+1% +$54.4K 0.08% 216
2026
Q1 		$3.81M Buy
2,207
+703
+47% +$893K 0.09% 206
2025
Q4 		$1.69M Buy
1,504
+567
+61% +$523K 0.04% 330
2025
Q3 		$919K Buy
937
+298
+47% +$202K 0.02% 449
2025
Q2 		$350K Buy
639
+148
+30% +$64.5K 0.01% 764
2025
Q1 		$212K Buy
+491
New +$198K 0.01% 842

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

Chicago Partners Investment Group's FIX Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Comfort Systems (FIX) stake by 1.4% in Q2 2026, buying an estimated $54.4K and bringing the position to 2,237 shares worth $4.1M. The position accounts for 0.08% of the portfolio, ranked #216.

Chicago Partners Investment Group first reported a position in FIX in Q1 2025 and has held it in 6 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Chicago Partners Investment Group held 2,237 shares of Comfort Systems worth $4.1M as of Q2 2026.
  • Chicago Partners Investment Group bought 30 Comfort Systems shares in Q2 2026, an estimated $54.4K.
  • Comfort Systems made up 0.08% of Chicago Partners Investment Group's portfolio in Q2 2026, its #216 holding.
  • Chicago Partners Investment Group first reported a position in Comfort Systems in Q1 2025 and has held it in 6 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.