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Independent Financial Group’s Comfort Systems FIX Stock Holding History

Independent Financial Group’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 		$1.52M Buy
+765
New +$1.39M 0.03% 540
2026
Q1 		– Sell
-231
Closed -$216K – 1473
2025
Q4 		$216K Buy
+231
New +$213K ﹤0.01% 1313

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

Independent Financial Group's FIX Position: Q2 2026 in Review

Independent Financial Group opened a new position in Comfort Systems (FIX) in Q2 2026: 765 shares worth $1.52M. The stake represents 0.03% of the portfolio and ranks #540 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in FIX as recently as Q4 2025.

Independent Financial Group first reported a position in FIX in Q4 2025 and has held it in 2 quarters since. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Independent Financial Group held 765 shares of Comfort Systems worth $1.52M as of Q2 2026.
  • Comfort Systems was a new Independent Financial Group position in Q2 2026.
  • Comfort Systems made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #540 holding.
  • Independent Financial Group first reported a position in Comfort Systems in Q4 2025 and has held it in 2 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.