Jefferies Financial Group’s Comfort Systems FIX Stock Holding History

Jefferies 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 Q1	$2.26M	Sell	1,638 -27,486	-94%	-$34.9M	0.02%	599
2025 Q4	$27.2M	Buy	29,124 +22,452	+337%	+$20.7M	0.14%	144
2025 Q3	$5.51M	Buy	6,672 +6,210	+1,344%	+$4.21M	0.03%	345
2025 Q2	$248K	Buy	+462	New	+$201K	﹤0.01%	1079
2025 Q1	–	Sell	-1,602	Closed	-$679K	–	1741
2024 Q4	$679K	Buy	1,602 +169	+12%	+$74.2K	﹤0.01%	1014
2024 Q3	$566K	Buy	+1,433	New	+$472K	﹤0.01%	951
2023 Q1	–	Sell	-1,865	Closed	-$215K	–	1740
2022 Q4	$215K	Buy	+1,865	New	+$217K	﹤0.01%	1283

Other funds holding FIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Jefferies Financial Group's FIX Position: Q1 2026 in Review

Jefferies Financial Group reduced its Comfort Systems (FIX) stake by 94% in Q1 2026, selling an estimated $34.9M and leaving 1,638 shares worth $2.26M. The position accounts for 0.02% of the portfolio, ranked #599.

Jefferies Financial Group first reported a position in FIX in Q4 2022 and has held it in 7 quarters since. The position peaked at $27.2M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Jefferies Financial Group held 1,638 shares of Comfort Systems worth $2.26M as of Q1 2026.
Jefferies Financial Group sold 27,486 Comfort Systems shares in Q1 2026, an estimated $34.9M.
Comfort Systems made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #599 holding.
Jefferies Financial Group first reported a position in Comfort Systems in Q4 2022 and has held it in 7 quarters since.
Jefferies Financial Group's Comfort Systems position peaked at $27.2M in Q4 2025.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.