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Curi RMB Capital’s Comfort Systems FIX Stock Holding History

Curi RMB Capital’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 		$3.43M Buy
1,731
+9
+0.5% +$16.3K 0.05% 278
2026
Q1 		$2.37M Buy
1,722
+35
+2% +$44.4K 0.04% 304
2025
Q4 		$1.57M Buy
+1,687
New +$1.56M 0.03% 380
2020
Q1 		– Sell
-6,150
Closed -$307K – 697
2019
Q4 		$307K Buy
+6,150
New +$299K 0.01% 543

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 $3.38T AUM 44.17% 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

Curi RMB Capital's FIX Position: Q2 2026 in Review

Curi RMB Capital increased its Comfort Systems (FIX) stake by 0.52% in Q2 2026, buying an estimated $16.3K and bringing the position to 1,731 shares worth $3.43M. The position accounts for 0.05% of the portfolio, ranked #278.

Curi RMB Capital first reported a position in FIX in Q4 2019 and has held it in 4 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Curi RMB Capital held 1,731 shares of Comfort Systems worth $3.43M as of Q2 2026.
  • Curi RMB Capital bought 9 Comfort Systems shares in Q2 2026, an estimated $16.3K.
  • Comfort Systems made up 0.05% of Curi RMB Capital's portfolio in Q2 2026, its #278 holding.
  • Curi RMB Capital first reported a position in Comfort Systems in Q4 2019 and has held it in 4 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.