Diversify Advisory Services’s Comfort Systems FIX Stock Holding History

Diversify Advisory Services’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	$7.77M	Buy	+4,488	New	+$8.14M	0.13%	163
2026 Q1	–	Sell	-2,142	Closed	-$2.4M	–	442
2025 Q4	$2.4M	Buy	2,142 +406	+23%	+$375K	0.08%	201
2025 Q3	$1.7M	Sell	1,736 -152	-8%	-$103K	0.06%	239
2025 Q2	$1.36M	Buy	1,888 +354	+23%	+$154K	0.05%	257
2025 Q1	$610K	Buy	1,534 +468	+44%	+$189K	0.04%	315
2024 Q4	$469K	Sell	1,066 -205	-16%	-$90K	0.03%	372
2024 Q3	$527K	Sell	1,271 -389	-23%	-$128K	0.03%	370
2024 Q2	$500K	Sell	1,660 -1,347	-45%	-$428K	0.03%	382
2024 Q1	$961K	Buy	+3,007	New	+$768K	0.06%	260

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Diversify Advisory Services's FIX Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Comfort Systems (FIX) in Q2 2026: 4,488 shares worth $7.77M. The stake represents 0.13% of the portfolio and ranks #163 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in FIX as recently as Q4 2025.

Diversify Advisory Services first reported a position in FIX in Q1 2024 and has held it in 9 quarters since. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Diversify Advisory Services held 4,488 shares of Comfort Systems worth $7.77M as of Q2 2026.
Comfort Systems was a new Diversify Advisory Services position in Q2 2026.
Comfort Systems made up 0.13% of Diversify Advisory Services's portfolio in Q2 2026, its #163 holding.
Diversify Advisory Services first reported a position in Comfort Systems in Q1 2024 and has held it in 9 quarters since.
1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.