JRPIM
FIX icon

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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SGAM
Smith Group Asset Management Dallas, Texas $2.46B AUM 57.16% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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

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. 540 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.
  • 540 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.