Confluence Wealth Services’s Comfort Systems FIX Stock Holding History

Confluence Wealth Services’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	$807K	Buy	+407	New	+$739K	0.02%	267

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

EOJOAM

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

Confluence Wealth Services's FIX Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Comfort Systems (FIX) in Q2 2026: 407 shares worth $807K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings.

343 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Confluence Wealth Services held 407 shares of Comfort Systems worth $807K as of Q2 2026.
Comfort Systems was a new Confluence Wealth Services position in Q2 2026.
Comfort Systems made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #267 holding.
343 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.