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Coastal Bridge Advisors’s Comfort Systems FIX Stock Holding History

Coastal Bridge Advisors’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 		$204K Sell
103
-72
-41% -$131K 0.01% 447
2026
Q1 		$241K Sell
175
-55
-24% -$69.8K 0.02% 402
2025
Q4 		$215K Buy
+230
New +$212K 0.02% 426

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

Coastal Bridge Advisors's FIX Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Comfort Systems (FIX) stake by 41% in Q2 2026, selling an estimated $131K and leaving 103 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #447.

Coastal Bridge Advisors first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $241K in Q1 2026. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Coastal Bridge Advisors held 103 shares of Comfort Systems worth $204K as of Q2 2026.
  • Coastal Bridge Advisors sold 72 Comfort Systems shares in Q2 2026, an estimated $131K.
  • Comfort Systems made up 0.01% of Coastal Bridge Advisors's portfolio in Q2 2026, its #447 holding.
  • Coastal Bridge Advisors first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • Coastal Bridge Advisors's Comfort Systems position peaked at $241K in Q1 2026.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.