CogentBlue Wealth Advisors’s Comfort Systems FIX Stock Holding History

CogentBlue Wealth 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	$311K	Buy	157 +2	+1%	+$3.63K	0.18%	71
2026 Q1	$214K	Buy	+155	New	+$197K	0.14%	65

Other funds holding FIX

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CogentBlue Wealth Advisors's FIX Position: Q2 2026 in Review

CogentBlue Wealth Advisors increased its Comfort Systems (FIX) stake by 1.3% in Q2 2026, buying an estimated $3.63K and bringing the position to 157 shares worth $311K. The position accounts for 0.18% of the portfolio, ranked #71.

CogentBlue Wealth Advisors first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

CogentBlue Wealth Advisors held 157 shares of Comfort Systems worth $311K as of Q2 2026.
CogentBlue Wealth Advisors bought 2 Comfort Systems shares in Q2 2026, an estimated $3.63K.
Comfort Systems made up 0.18% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #71 holding.
CogentBlue Wealth Advisors first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
236 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.