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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
Q2 		$4.37M Buy
2,205
+567
+35% +$1.03M 0.03% 420
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
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

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

Jefferies Financial Group increased its Comfort Systems (FIX) stake by 35% in Q2 2026, buying an estimated $1.03M and bringing the position to 2,205 shares worth $4.37M. The position accounts for 0.03% of the portfolio, ranked #420.

Jefferies Financial Group first reported a position in FIX in Q4 2022 and has held it in 8 quarters since. The position peaked at $27.2M in Q4 2025. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Jefferies Financial Group held 2,205 shares of Comfort Systems worth $4.37M as of Q2 2026.
  • Jefferies Financial Group bought 567 Comfort Systems shares in Q2 2026, an estimated $1.03M.
  • Comfort Systems made up 0.03% of Jefferies Financial Group's portfolio in Q2 2026, its #420 holding.
  • Jefferies Financial Group first reported a position in Comfort Systems in Q4 2022 and has held it in 8 quarters since.
  • Jefferies Financial Group's Comfort Systems position peaked at $27.2M in Q4 2025.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.