Cypress Advisory Group’s Comfort Systems FIX Stock Holding History

Cypress Advisory Group’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	$1.35M	Sell	680 -500	-42%	-$907K	1.04%	29
2026 Q1	$1.63M	Sell	1,180 -355	-23%	-$451K	1.24%	21
2025 Q4	$1.43M	Hold	1,535	–	–	1.05%	28
2025 Q3	$1.27M	Sell	1,535 -705	-31%	-$478K	0.94%	34
2025 Q2	$1.2M	Buy	2,240 +1,190	+113%	+$518K	0.93%	35
2025 Q1	$338K	Buy	+1,050	New	+$423K	0.31%	52

Other funds holding FIX

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 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

Cypress Advisory Group's FIX Position: Q2 2026 in Review

Cypress Advisory Group reduced its Comfort Systems (FIX) stake by 42% in Q2 2026, selling an estimated $907K and leaving 680 shares worth $1.35M. The position accounts for 1.04% of the portfolio, ranked #29.

Cypress Advisory Group first reported a position in FIX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.63M in Q1 2026. 180 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Cypress Advisory Group held 680 shares of Comfort Systems worth $1.35M as of Q2 2026.
Cypress Advisory Group sold 500 Comfort Systems shares in Q2 2026, an estimated $907K.
Comfort Systems made up 1.04% of Cypress Advisory Group's portfolio in Q2 2026, its #29 holding.
Cypress Advisory Group first reported a position in Comfort Systems in Q1 2025 and has held it in 6 quarters since.
Cypress Advisory Group's Comfort Systems position peaked at $1.63M in Q1 2026.
180 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.