Creative Financial Designs’s Comfort Systems FIX Stock Holding History

Creative Financial Designs’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	$1.33M	Buy	672 +166	+33%	+$301K	0.06%	248
2026 Q1	$698K	Sell	506 -33	-6%	-$41.9K	0.04%	281
2025 Q4	$503K	Sell	539 -153	-22%	-$141K	0.03%	323
2025 Q3	$571K	Sell	692 -213	-24%	-$144K	0.04%	307
2025 Q2	$485K	Buy	905 +904	+90,400%	+$394K	0.03%	325
2025 Q1	$322	Buy	+1	New	+$403	﹤0.01%	1950

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 $3.38T AUM 44.17% 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

Creative Financial Designs's FIX Position: Q2 2026 in Review

Creative Financial Designs increased its Comfort Systems (FIX) stake by 33% in Q2 2026, buying an estimated $301K and bringing the position to 672 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #248.

Creative Financial Designs first reported a position in FIX in Q1 2025 and has held it in 6 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Creative Financial Designs held 672 shares of Comfort Systems worth $1.33M as of Q2 2026.
Creative Financial Designs bought 166 Comfort Systems shares in Q2 2026, an estimated $301K.
Comfort Systems made up 0.06% of Creative Financial Designs's portfolio in Q2 2026, its #248 holding.
Creative Financial Designs first reported a position in Comfort Systems in Q1 2025 and has held it in 6 quarters since.
1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.