JTF
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J. Team Financial’s Comfort Systems FIX Stock Holding History

J. Team Financial’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 		$463K Buy
233
+43
+23% +$78K 0.45% 43
2026
Q1 		$262K Sell
190
-51
-21% -$64.8K 0.29% 69
2025
Q4 		$225K Buy
+241
New +$223K 0.22% 86

Other funds holding FIX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

J. Team Financial's FIX Position: Q2 2026 in Review

J. Team Financial increased its Comfort Systems (FIX) stake by 23% in Q2 2026, buying an estimated $78K and bringing the position to 233 shares worth $463K. The position accounts for 0.45% of the portfolio, ranked #43.

J. Team Financial first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 678 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • J. Team Financial held 233 shares of Comfort Systems worth $463K as of Q2 2026.
  • J. Team Financial bought 43 Comfort Systems shares in Q2 2026, an estimated $78K.
  • Comfort Systems made up 0.45% of J. Team Financial's portfolio in Q2 2026, its #43 holding.
  • J. Team Financial first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • 678 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.