IFP Advisors’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.53M | Buy |
774
+122
| +19% | +$221K | 0.03% | 576 |
|
|
2026
Q1 | $899K | Sell |
652
-64
| -9% | -$81.3K | 0.02% | 733 |
|
|
2025
Q4 | $668K | Buy |
716
+89
| +14% | +$82.2K | 0.02% | 820 |
|
|
2025
Q3 | $517K | Buy |
627
+152
| +32% | +$103K | 0.01% | 851 |
|
|
2025
Q2 | $255K | Buy |
475
+38
| +9% | +$16.6K | 0.01% | 1145 |
|
|
2025
Q1 | $141K | Buy |
437
+267
| +157% | +$108K | ﹤0.01% | 1340 |
|
|
2024
Q4 | $72.1K | Buy |
170
+23
| +16% | +$10.1K | ﹤0.01% | 1645 |
|
|
2024
Q3 | $57.4K | Sell |
147
-58
| -28% | -$19.1K | ﹤0.01% | 1672 |
|
|
2024
Q2 | $62.3K | Buy |
205
+173
| +541% | +$55K | ﹤0.01% | 1571 |
|
|
2024
Q1 | $10.2K | Sell |
32
-20
| -38% | -$5.11K | ﹤0.01% | 2229 |
|
|
2023
Q4 | $10.7K | Buy |
52
+26
| +100% | +$4.8K | ﹤0.01% | 2164 |
|
|
2023
Q3 | $4.43K | Sell |
26
-82
| -76% | -$14.4K | ﹤0.01% | 2557 |
|
|
2023
Q2 | $17.7K | Buy |
108
+61
| +130% | +$9.07K | ﹤0.01% | 2067 |
|
|
2023
Q1 | $2.21K | Sell |
47
-70
| -60% | -$9.08K | ﹤0.01% | 2864 |
|
|
2022
Q4 | $6K | Sell |
117
-10
| -8% | -$1.16K | ﹤0.01% | 3687 |
|
|
2022
Q3 | $6K | Buy |
127
+80
| +170% | +$7.84K | ﹤0.01% | 3928 |
|
|
2022
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 4117 |
|
|
2022
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 4115 |
|
|
2021
Q4 | $5K | Hold |
47
| – | – | ﹤0.01% | 2480 |
|
|
2021
Q3 | $3K | Hold |
47
| – | – | ﹤0.01% | 2716 |
|
|
2021
Q2 | $4K | Sell |
47
-38
| -45% | -$3.1K | ﹤0.01% | 2543 |
|
|
2021
Q1 | $6K | Sell |
85
-38
| -31% | -$2.43K | ﹤0.01% | 2337 |
|
|
2020
Q4 | $6K | Sell |
123
-48
| -28% | -$2.49K | ﹤0.01% | 2247 |
|
|
2020
Q3 | $9K | Buy |
171
+43
| +34% | +$2.09K | ﹤0.01% | 1941 |
|
|
2020
Q2 | $5K | Buy |
128
+9
| +8% | +$320 | ﹤0.01% | 2081 |
|
|
2020
Q1 | $5K | Buy |
119
+58
| +95% | +$2.57K | ﹤0.01% | 2053 |
|
|
2019
Q4 | $3K | Sell |
61
-8
| -12% | -$389 | ﹤0.01% | 2370 |
|
|
2019
Q3 | $3K | Buy |
+69
| New | +$3.01K | ﹤0.01% | 2531 |
|
|
2019
Q1 | – | Sell |
-91
| Closed | -$4K | – | 2700 |
|
|
2018
Q4 | $4K | Sell |
91
-100
| -52% | -$5.12K | ﹤0.01% | 2930 |
|
|
2018
Q3 | $11K | Sell |
191
-9
| -5% | -$482 | ﹤0.01% | 2792 |
|
|
2018
Q2 | $9K | Sell |
200
-107
| -35% | -$4.77K | ﹤0.01% | 2955 |
|
|
2018
Q1 | $13K | Hold |
307
| – | – | ﹤0.01% | 2627 |
|
|
2017
Q4 | $13K | Hold |
307
| – | – | ﹤0.01% | 2664 |
|
|
2017
Q3 | $11K | Buy |
307
+7
| +2% | +$242 | ﹤0.01% | 2960 |
|
|
2017
Q2 | $11K | Buy |
300
+68
| +29% | +$2.41K | ﹤0.01% | 2944 |
|
|
2017
Q1 | $9K | Sell |
232
-106
| -31% | -$3.68K | ﹤0.01% | 2975 |
|
|
2016
Q4 | $11K | Buy |
338
+21
| +7% | +$654 | ﹤0.01% | 2839 |
|
|
2016
Q3 | $9K | Buy |
317
+79
| +33% | +$2.35K | ﹤0.01% | 2889 |
|
|
2016
Q2 | $8K | Buy |
+238
| New | +$7.58K | ﹤0.01% | 2862 |
|
|
2016
Q1 | – | Sell |
-252
| Closed | -$7K | – | 2715 |
|
|
2015
Q4 | $7K | Buy |
+252
| New | +$7.67K | ﹤0.01% | 2759 |
|
Other funds holding FIX
IFP Advisors's FIX Position: Q2 2026 in Review
IFP Advisors increased its Comfort Systems (FIX) stake by 19% in Q2 2026, buying an estimated $221K and bringing the position to 774 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #576.
IFP Advisors first reported a position in FIX in Q4 2015 and has held it in 40 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.
- IFP Advisors held 774 shares of Comfort Systems worth $1.53M as of Q2 2026.
- IFP Advisors bought 122 Comfort Systems shares in Q2 2026, an estimated $221K.
- Comfort Systems made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #576 holding.
- IFP Advisors first reported a position in Comfort Systems in Q4 2015 and has held it in 40 quarters since.
- 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.