Family Management’s Comfort Systems FIX Stock Holding History

Family Management’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	$591K	Hold	298	–	–	0.06%	156
2026 Q1	$411K	Buy	298 +40	+16%	+$50.8K	0.05%	180
2025 Q4	$241K	Buy	+258	New	+$238K	0.03%	207

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

Family Management's FIX Position: Q2 2026 in Review

Family Management held its Comfort Systems (FIX) position steady in Q2 2026 at 298 shares worth $591K. The position accounts for 0.06% of the portfolio, ranked #156.

Family Management first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 1,348 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Family Management held 298 shares of Comfort Systems worth $591K as of Q2 2026.
Family Management left its Comfort Systems share count unchanged in Q2 2026.
Comfort Systems made up 0.06% of Family Management's portfolio in Q2 2026, its #156 holding.
Family Management first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
1,348 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

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