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Cumberland Partners’s Comfort Systems FIX Stock Holding History

Cumberland 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 		$3.96M Hold
2,000
– – 0.26% 65
2026
Q1 		$2.76M Buy
+2,000
New +$2.54M 0.21% 74
2024
Q4 		– Sell
-4,000
Closed -$1.56M – 180
2024
Q3 		$1.56M Buy
+4,000
New +$1.32M 0.11% 113
2022
Q4 		– Sell
-6,250
Closed -$608K – 173
2022
Q3 		$608K Buy
+6,250
New +$613K 0.06% 124

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

Cumberland Partners's FIX Position: Q2 2026 in Review

Cumberland Partners held its Comfort Systems (FIX) position steady in Q2 2026 at 2,000 shares worth $3.96M. The position accounts for 0.26% of the portfolio, ranked #65.

Cumberland Partners first reported a position in FIX in Q3 2022 and has held it in 4 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Cumberland Partners held 2,000 shares of Comfort Systems worth $3.96M as of Q2 2026.
  • Cumberland Partners left its Comfort Systems share count unchanged in Q2 2026.
  • Comfort Systems made up 0.26% of Cumberland Partners's portfolio in Q2 2026, its #65 holding.
  • Cumberland Partners first reported a position in Comfort Systems in Q3 2022 and has held it in 4 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.