Jones Financial Companies
FIX icon

Jones Financial Companies’s Comfort Systems FIX Stock Holding History

Jones Financial Companies’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 		$23.9M Buy
12,880
+3,715
+41% +$6.74M 0.01% 621
2026
Q1 		$12.5M Buy
9,165
+6,393
+231% +$8.12M 0.01% 744
2025
Q4 		$2.59M Buy
2,772
+1,034
+59% +$955K ﹤0.01% 852
2025
Q3 		$1.4M Buy
1,738
+893
+106% +$605K ﹤0.01% 1003
2025
Q2 		$452K Buy
845
+510
+152% +$222K ﹤0.01% 1315
2025
Q1 		$108K Buy
335
+306
+1,055% +$123K ﹤0.01% 1738
2024
Q4 		$12.5K Buy
29
+26
+867% +$11.4K ﹤0.01% 2436
2024
Q3 		$1.17K Sell
3
-6
-67% -$1.98K ﹤0.01% 2781
2024
Q2 		$2.74K Buy
+9
New +$2.86K ﹤0.01% 2087
2022
Q3 		– Sell
-12
Closed -$1K – 599
2022
Q2 		$1K Buy
+12
New +$1.03K ﹤0.01% 637

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

Jones Financial Companies's FIX Position: Q2 2026 in Review

Jones Financial Companies increased its Comfort Systems (FIX) stake by 41% in Q2 2026, buying an estimated $6.74M and bringing the position to 12,880 shares worth $23.9M. The position accounts for 0.01% of the portfolio, ranked #621.

Jones Financial Companies first reported a position in FIX in Q2 2022 and has held it in 10 quarters since. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Jones Financial Companies held 12,880 shares of Comfort Systems worth $23.9M as of Q2 2026.
  • Jones Financial Companies bought 3,715 Comfort Systems shares in Q2 2026, an estimated $6.74M.
  • Comfort Systems made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #621 holding.
  • Jones Financial Companies first reported a position in Comfort Systems in Q2 2022 and has held it in 10 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.