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JFS Wealth Advisors’s Comfort Systems FIX Stock Holding History

JFS Wealth Advisors’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 		$91.2K Buy
46
+1
+2% +$1.81K ﹤0.01% 450
2026
Q1 		$62.1K Buy
45
+1
+2% +$1.27K ﹤0.01% 480
2025
Q4 		$41.1K Buy
44
+10
+29% +$9.23K ﹤0.01% 579
2025
Q3 		$28.1K Hold
34
– – ﹤0.01% 622
2025
Q2 		$18.2K Hold
34
– – ﹤0.01% 676
2025
Q1 		$11K Hold
34
– – ﹤0.01% 851
2024
Q4 		$14.4K Hold
34
– – ﹤0.01% 740
2024
Q3 		$13.3K Buy
34
+1
+3% +$329 ﹤0.01% 760
2024
Q2 		$10K Hold
33
– – ﹤0.01% 796
2024
Q1 		$10.5K Hold
33
– – ﹤0.01% 801
2023
Q4 		$6.79K Hold
33
– – ﹤0.01% 934
2023
Q3 		$5.62K Hold
33
– – ﹤0.01% 949
2023
Q2 		$5.42K Sell
33
-1
-3% -$149 ﹤0.01% 964
2023
Q1 		$4.96K Sell
34
-2
-6% -$259 ﹤0.01% 990
2022
Q4 		$4.14K Buy
36
+3
+9% +$349 ﹤0.01% 1069
2022
Q3 		$3K Buy
33
+20
+154% +$1.96K ﹤0.01% 1173
2022
Q2 		$1K Sell
13
-13
-50% -$1.12K ﹤0.01% 1523
2022
Q1 		$2K Buy
26
+16
+160% +$1.44K ﹤0.01% 1404
2021
Q4 		$1K Buy
+10
New +$924 ﹤0.01% 1352

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

JFS Wealth Advisors's FIX Position: Q2 2026 in Review

JFS Wealth Advisors increased its Comfort Systems (FIX) stake by 2.2% in Q2 2026, buying an estimated $1.81K and bringing the position to 46 shares worth $91.2K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

JFS Wealth Advisors first reported a position in FIX in Q4 2021 and has held it in 19 quarters since. 1,348 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • JFS Wealth Advisors held 46 shares of Comfort Systems worth $91.2K as of Q2 2026.
  • JFS Wealth Advisors bought 1 Comfort Systems share in Q2 2026, an estimated $1.81K.
  • Comfort Systems made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #450 holding.
  • JFS Wealth Advisors first reported a position in Comfort Systems in Q4 2021 and has held it in 19 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.