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Cooper Financial Group’s Comfort Systems FIX Stock Holding History

Cooper Financial 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 		$252K Sell
127
-39
-23% -$70.8K 0.02% 382
2026
Q1 		$229K Buy
+166
New +$211K 0.02% 384
2025
Q4 		– Sell
-373
Closed -$308K – 392
2025
Q3 		$308K Sell
373
-1
-0.3% -$678 0.03% 296
2025
Q2 		$201K Buy
+374
New +$163K 0.02% 364

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

Cooper Financial Group's FIX Position: Q2 2026 in Review

Cooper Financial Group reduced its Comfort Systems (FIX) stake by 23% in Q2 2026, selling an estimated $70.8K and leaving 127 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #382.

Cooper Financial Group first reported a position in FIX in Q2 2025 and has held it in 4 quarters since. The position peaked at $308K in Q3 2025. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Cooper Financial Group held 127 shares of Comfort Systems worth $252K as of Q2 2026.
  • Cooper Financial Group sold 39 Comfort Systems shares in Q2 2026, an estimated $70.8K.
  • Comfort Systems made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #382 holding.
  • Cooper Financial Group first reported a position in Comfort Systems in Q2 2025 and has held it in 4 quarters since.
  • Cooper Financial Group's Comfort Systems position peaked at $308K in Q3 2025.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.