CGH
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Crossmark Global Holdings’s Comfort Systems FIX Stock Holding History

Crossmark Global Holdings’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 		$8.39M Sell
4,235
-761
-15% -$1.38M 0.11% 185
2026
Q1 		$6.89M Sell
4,996
-736
-13% -$934K 0.1% 204
2025
Q4 		$5.35M Buy
5,732
+2,880
+101% +$2.66M 0.08% 243
2025
Q3 		$2.35M Sell
2,852
-333
-10% -$226K 0.04% 402
2025
Q2 		$1.71M Buy
3,185
+176
+6% +$76.7K 0.03% 471
2025
Q1 		$970K Sell
3,009
-123
-4% -$49.6K 0.02% 617
2024
Q4 		$1.33M Buy
3,132
+292
+10% +$128K 0.02% 500
2024
Q3 		$1.11M Sell
2,840
-338
-11% -$111K 0.02% 577
2024
Q2 		$967K Sell
3,178
-305
-9% -$96.9K 0.02% 595
2024
Q1 		$1.11M Buy
3,483
+906
+35% +$231K 0.02% 582
2023
Q4 		$530K Sell
2,577
-207
-7% -$38.2K 0.01% 824
2023
Q3 		$470K Sell
2,784
-114
-4% -$20K 0.01% 838
2023
Q2 		$503K Sell
2,898
-149
-5% -$22.2K 0.01% 856
2023
Q1 		$444K Buy
3,047
+27
+0.9% +$3.5K 0.01% 881
2022
Q4 		$347K Sell
3,020
-67
-2% -$7.79K 0.01% 958
2022
Q3 		$301K Sell
3,087
-23
-0.7% -$2.25K 0.01% 992
2022
Q2 		$258K Sell
3,110
-130
-4% -$11.2K 0.01% 1108
2022
Q1 		$288K Sell
3,240
-20
-0.6% -$1.79K 0.01% 1156
2021
Q4 		$323K Sell
3,260
-5,940
-65% -$549K 0.01% 1114
2021
Q3 		$656K Sell
9,200
-100
-1% -$7.45K 0.02% 784
2021
Q2 		$733K Buy
9,300
+10
+0.1% +$815 0.02% 721
2021
Q1 		$695K Buy
9,290
+630
+7% +$40.3K 0.02% 736
2020
Q4 		$456K Buy
+8,660
New +$449K 0.01% 886
2018
Q4 		– Sell
-8,650
Closed -$488K – 1449
2018
Q3 		$488K Buy
8,650
+110
+1% +$5.9K 0.01% 968
2018
Q2 		$391K Buy
8,540
+240
+3% +$10.7K 0.01% 1123
2018
Q1 		$342K Sell
8,300
-4,052
-33% -$170K 0.01% 1175
2017
Q4 		$539K Buy
12,352
+2,460
+25% +$101K 0.01% 942
2017
Q3 		$353K Buy
+9,892
New +$342K 0.01% 1199
2016
Q3 		$353K Buy
+9,892
New +$294K 0.01% 1199

Other funds holding FIX

Assenagon Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Crossmark Global Holdings's FIX Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Comfort Systems (FIX) stake by 15% in Q2 2026, selling an estimated $1.38M and leaving 4,235 shares worth $8.39M. The position accounts for 0.11% of the portfolio, ranked #185.

Crossmark Global Holdings first reported a position in FIX in Q3 2016 and has held it in 29 quarters since. 180 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Crossmark Global Holdings held 4,235 shares of Comfort Systems worth $8.39M as of Q2 2026.
  • Crossmark Global Holdings sold 761 Comfort Systems shares in Q2 2026, an estimated $1.38M.
  • Comfort Systems made up 0.11% of Crossmark Global Holdings's portfolio in Q2 2026, its #185 holding.
  • Crossmark Global Holdings first reported a position in Comfort Systems in Q3 2016 and has held it in 29 quarters since.
  • 180 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.