EFS
FIX icon

Essex Financial Services’s Comfort Systems FIX Stock Holding History

Essex Financial 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 		$928K Sell
468
-33
-7% -$59.9K 0.05% 334
2026
Q1 		$691K Sell
501
-19
-4% -$24.1K 0.04% 367
2025
Q4 		$485K Buy
520
+109
+27% +$101K 0.03% 449
2025
Q3 		$339K Buy
+411
New +$279K 0.02% 540

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Essex Financial Services's FIX Position: Q2 2026 in Review

Essex Financial Services reduced its Comfort Systems (FIX) stake by 6.6% in Q2 2026, selling an estimated $59.9K and leaving 468 shares worth $928K. The position accounts for 0.05% of the portfolio, ranked #334.

Essex Financial Services first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 950 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Essex Financial Services held 468 shares of Comfort Systems worth $928K as of Q2 2026.
  • Essex Financial Services sold 33 Comfort Systems shares in Q2 2026, an estimated $59.9K.
  • Comfort Systems made up 0.05% of Essex Financial Services's portfolio in Q2 2026, its #334 holding.
  • Essex Financial Services first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 950 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

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