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Johnson Financial Group Inc (Wisconsin)’s Comfort Systems FIX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$383K Sell
193
-50
-21% -$90.7K 0.01% 253
2026
Q1 		$335K Sell
243
-78
-24% -$99K 0.01% 264
2025
Q4 		$300K Sell
321
-54
-14% -$49.9K 0.01% 276
2025
Q3 		$309K Sell
375
-239
-39% -$162K 0.01% 301
2025
Q2 		$329K Buy
614
+524
+582% +$228K 0.01% 247
2025
Q1 		$29K Sell
90
-14
-13% -$5.65K ﹤0.01% 689
2024
Q4 		$45.4K Buy
104
+59
+131% +$25.9K ﹤0.01% 511
2024
Q3 		$17.6K Buy
45
+39
+650% +$12.8K ﹤0.01% 611
2024
Q2 		$1.82K Buy
+6
New +$1.91K ﹤0.01% 671
2022
Q1 		– Sell
-8
Closed -$1K – 713
2021
Q4 		$1K Sell
8
-8
-50% -$739 ﹤0.01% 714
2021
Q3 		$1K Hold
16
– – ﹤0.01% 683
2021
Q2 		$1K Buy
+16
New +$1.3K ﹤0.01% 699

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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

Johnson Financial Group Inc (Wisconsin)'s FIX Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Comfort Systems (FIX) stake by 21% in Q2 2026, selling an estimated $90.7K and leaving 193 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #253.

Johnson Financial Group Inc (Wisconsin) first reported a position in FIX in Q2 2021 and has held it in 12 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 193 shares of Comfort Systems worth $383K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 50 Comfort Systems shares in Q2 2026, an estimated $90.7K.
  • Comfort Systems made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #253 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Comfort Systems in Q2 2021 and has held it in 12 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.