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Journey Retirement Planning & Investment Management’s Comfort Systems FIX Stock Holding History

Journey Retirement Planning & Investment Management’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 		$210K Buy
+106
New +$192K 0.16% 151
2026
Q1 		– Sell
-417
Closed -$389K – 170
2025
Q4 		$389K Buy
+417
New +$385K 0.08% 174

Other funds holding FIX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

Journey Retirement Planning & Investment Management's FIX Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management opened a new position in Comfort Systems (FIX) in Q2 2026: 106 shares worth $210K. The stake represents 0.16% of the portfolio and ranks #151 among its holdings. This is a return to the name: Journey Retirement Planning & Investment Management previously reported a position in FIX as recently as Q4 2025.

Journey Retirement Planning & Investment Management first reported a position in FIX in Q4 2025 and has held it in 2 quarters since. The position peaked at $389K in Q4 2025. 525 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 106 shares of Comfort Systems worth $210K as of Q2 2026.
  • Comfort Systems was a new Journey Retirement Planning & Investment Management position in Q2 2026.
  • Comfort Systems made up 0.16% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #151 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Comfort Systems in Q4 2025 and has held it in 2 quarters since.
  • Journey Retirement Planning & Investment Management's Comfort Systems position peaked at $389K in Q4 2025.
  • 525 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.