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Global Financial Private Client’s Comfort Systems FIX Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-8
Closed -$2.58K – 705
2025
Q1 		$2.58K Buy
8
+5
+167% +$2.02K ﹤0.01% 808
2024
Q4 		$1.27K Buy
+3
New +$1.32K ﹤0.01% 755

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Financial Private Client's FIX Position: Q2 2025 in Review

Global Financial Private Client sold out of Comfort Systems (FIX) in Q2 2025, closing a stake of 8 shares — an estimated $2.58K sold.

Global Financial Private Client first reported a position in FIX in Q4 2024 and held it in 2 quarters. The position peaked at $2.58K in Q1 2025. 754 funds tracked by Wall St. Rank hold FIX as of Q2 2025.

  • Global Financial Private Client reported no remaining Comfort Systems position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 8 Comfort Systems shares in Q2 2025, an estimated $2.58K.
  • Global Financial Private Client first reported a position in Comfort Systems in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Comfort Systems position peaked at $2.58K in Q1 2025.
  • 754 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.