Financial Engines Advisors
FIX icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Financial Engines Advisors's FIX Position: Q1 2026 in Review

Financial Engines Advisors increased its Comfort Systems (FIX) stake by 1.4% in Q1 2026, buying an estimated $7.62K and bringing the position to 437 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Financial Engines Advisors first reported a position in FIX in Q2 2025 and has held it in 4 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Financial Engines Advisors held 437 shares of Comfort Systems worth $603K as of Q1 2026.
  • Financial Engines Advisors bought 6 Comfort Systems shares in Q1 2026, an estimated $7.62K.
  • Comfort Systems made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #367 holding.
  • Financial Engines Advisors first reported a position in Comfort Systems in Q2 2025 and has held it in 4 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.