Convergence Investment Partners’s Comfort Systems FIX Stock Holding History

Convergence Investment 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	$4.11M	Buy	2,076 +462	+29%	+$838K	0.39%	98
2026 Q1	$2.23M	Buy	+1,614	New	+$2.05M	0.36%	86
2025 Q2	–	Sell	-2,995	Closed	-$965K	–	253
2025 Q1	$965K	Buy	+2,995	New	+$1.21M	0.27%	131
2020 Q4	–	Sell	-13,620	Closed	-$702K	–	246
2020 Q3	$702K	Buy	+13,620	New	+$661K	0.24%	146
2019 Q1	–	Sell	-6,936	Closed	-$303K	–	331
2018 Q4	$303K	Sell	6,936 -3,241	-32%	-$166K	0.07%	249
2018 Q3	$574K	Buy	+10,177	New	+$545K	0.12%	200
2016 Q2	–	Sell	-47,938	Closed	-$1.52M	–	330
2016 Q1	$1.52M	Buy	47,938 +7,230	+18%	+$205K	0.18%	197
2015 Q4	$1.16M	Sell	40,708 -10,580	-21%	-$322K	0.13%	238
2015 Q3	$1.4M	Buy	+51,288	New	+$1.37M	0.16%	210
2014 Q1	–	Sell	-31,760	Closed	-$616K	–	390
2013 Q4	$616K	Buy	+31,760	New	+$601K	0.1%	238

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Convergence Investment Partners's FIX Position: Q2 2026 in Review

Convergence Investment Partners increased its Comfort Systems (FIX) stake by 29% in Q2 2026, buying an estimated $838K and bringing the position to 2,076 shares worth $4.11M. The position accounts for 0.39% of the portfolio, ranked #98.

Convergence Investment Partners first reported a position in FIX in Q4 2013 and has held it in 10 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Convergence Investment Partners held 2,076 shares of Comfort Systems worth $4.11M as of Q2 2026.
Convergence Investment Partners bought 462 Comfort Systems shares in Q2 2026, an estimated $838K.
Comfort Systems made up 0.39% of Convergence Investment Partners's portfolio in Q2 2026, its #98 holding.
Convergence Investment Partners first reported a position in Comfort Systems in Q4 2013 and has held it in 10 quarters since.
1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.