Jefferies Financial Group
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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
Q1 		– Sell
-27,000
Closed -$25.2M – 1900
2025
Q4 		$25.2M Buy
+27,000
New +$24.9M 0.13% 158

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Vanguard Portfolio Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jefferies Financial Group's FIX Position: Q3 2026 in Review

Jefferies Financial Group reduced its Comfort Systems (FIX) stake by 51% in Q3 2026, selling an estimated $1.88M and leaving 1,084 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #603.

Jefferies Financial Group first reported a position in FIX in Q4 2022 and has held it in 9 quarters since. The position peaked at $27.2M in Q4 2025. 1,055 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Jefferies Financial Group held 1,084 shares of Comfort Systems worth $1.79M as of Q3 2026.
  • Jefferies Financial Group sold 1,121 Comfort Systems shares in Q3 2026, an estimated $1.88M.
  • Comfort Systems made up 0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #603 holding.
  • Jefferies Financial Group first reported a position in Comfort Systems in Q4 2022 and has held it in 9 quarters since.
  • Jefferies Financial Group's Comfort Systems position peaked at $27.2M in Q4 2025.
  • 1,055 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.