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IBEX Wealth Advisors’s Comfort Systems FIX Stock Holding History

IBEX Wealth 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 		$309K Buy
156
+2
+1% +$3.63K 0.02% 184
2026
Q1 		$212K Buy
+154
New +$196K 0.02% 199
2025
Q1 		– Sell
-1,044
Closed -$443K – 151
2024
Q4 		$443K Buy
+1,044
New +$458K 0.05% 156
2024
Q3 		– Sell
-956
Closed -$291K – 140
2024
Q2 		$291K Buy
+956
New +$304K 0.05% 109

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IBEX Wealth Advisors's FIX Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Comfort Systems (FIX) stake by 1.3% in Q2 2026, buying an estimated $3.63K and bringing the position to 156 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #184.

IBEX Wealth Advisors first reported a position in FIX in Q2 2024 and has held it in 4 quarters since. The position peaked at $443K in Q4 2024. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • IBEX Wealth Advisors held 156 shares of Comfort Systems worth $309K as of Q2 2026.
  • IBEX Wealth Advisors bought 2 Comfort Systems shares in Q2 2026, an estimated $3.63K.
  • Comfort Systems made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #184 holding.
  • IBEX Wealth Advisors first reported a position in Comfort Systems in Q2 2024 and has held it in 4 quarters since.
  • IBEX Wealth Advisors's Comfort Systems position peaked at $443K in Q4 2024.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.