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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Curi RMB Capital's FIX Position: Q1 2026 in Review

Curi RMB Capital increased its Comfort Systems (FIX) stake by 2.1% in Q1 2026, buying an estimated $44.4K and bringing the position to 1,722 shares worth $2.37M. The position accounts for 0.04% of the portfolio, ranked #304.

Curi RMB Capital first reported a position in FIX in Q4 2019 and has held it in 3 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Curi RMB Capital held 1,722 shares of Comfort Systems worth $2.37M as of Q1 2026.
  • Curi RMB Capital bought 35 Comfort Systems shares in Q1 2026, an estimated $44.4K.
  • Comfort Systems made up 0.04% of Curi RMB Capital's portfolio in Q1 2026, its #304 holding.
  • Curi RMB Capital first reported a position in Comfort Systems in Q4 2019 and has held it in 3 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.