EFMC
FIX icon

Empire Financial Management Company’s Comfort Systems FIX Stock Holding History

Empire Financial Management Company’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 		$277K Sell
140
-10
-7% -$18.1K 0.11% 117
2026
Q1 		$207K Buy
+150
New +$190K 0.05% 210
2025
Q4 		– Sell
-250
Closed -$206K – 212
2025
Q3 		$206K Buy
+250
New +$169K 0.05% 206

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

Empire Financial Management Company's FIX Position: Q2 2026 in Review

Empire Financial Management Company reduced its Comfort Systems (FIX) stake by 6.7% in Q2 2026, selling an estimated $18.1K and leaving 140 shares worth $277K. The position accounts for 0.11% of the portfolio, ranked #117.

Empire Financial Management Company first reported a position in FIX in Q3 2025 and has held it in 3 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Empire Financial Management Company held 140 shares of Comfort Systems worth $277K as of Q2 2026.
  • Empire Financial Management Company sold 10 Comfort Systems shares in Q2 2026, an estimated $18.1K.
  • Comfort Systems made up 0.11% of Empire Financial Management Company's portfolio in Q2 2026, its #117 holding.
  • Empire Financial Management Company first reported a position in Comfort Systems in Q3 2025 and has held it in 3 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.