Financial Engines Advisors’s Comfort Systems FIX Stock Holding History

Financial Engines Advisors’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	$505K	Sell	255 -182	-42%	-$330K	﹤0.01%	403
2026 Q1	$603K	Buy	437 +6	+1%	+$7.62K	﹤0.01%	367
2025 Q4	$402K	Buy	431 +7	+2%	+$6.46K	﹤0.01%	426
2025 Q3	$350K	Sell	424 -1	-0.2%	-$678	﹤0.01%	446
2025 Q2	$228K	Buy	+425	New	+$185K	﹤0.01%	483

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 $3.38T AUM 44.17% 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

Financial Engines Advisors's FIX Position: Q2 2026 in Review

Financial Engines Advisors reduced its Comfort Systems (FIX) stake by 42% in Q2 2026, selling an estimated $330K and leaving 255 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Financial Engines Advisors first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. The position peaked at $603K in Q1 2026. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Financial Engines Advisors held 255 shares of Comfort Systems worth $505K as of Q2 2026.
Financial Engines Advisors sold 182 Comfort Systems shares in Q2 2026, an estimated $330K.
Comfort Systems made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #403 holding.
Financial Engines Advisors first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
Financial Engines Advisors's Comfort Systems position peaked at $603K in Q1 2026.
1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.