Englebert Financial Advisers’s Comfort Systems FIX Stock Holding History

Englebert Financial Advisers’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	$557K	Buy	+281	New	+$510K	0.55%	38

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

Englebert Financial Advisers's FIX Position: Q2 2026 in Review

Englebert Financial Advisers opened a new position in Comfort Systems (FIX) in Q2 2026: 281 shares worth $557K. The stake represents 0.55% of the portfolio and ranks #38 among its holdings.

1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Englebert Financial Advisers held 281 shares of Comfort Systems worth $557K as of Q2 2026.
Comfort Systems was a new Englebert Financial Advisers position in Q2 2026.
Comfort Systems made up 0.55% of Englebert Financial Advisers's portfolio in Q2 2026, its #38 holding.
1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Englebert Financial Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.