Kaufman Rossin Wealth’s Comfort Systems FIX Stock Holding History

Kaufman Rossin Wealth’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	$1.46M	Sell	822 -105	-11%	-$191K	0.69%	19
2026 Q1	$1.28M	Sell	927 -97	-9%	-$123K	0.73%	19
2025 Q4	$956K	Hold	1,024	–	–	0.5%	27
2025 Q3	$845K	Buy	1,024 +53	+5%	+$35.9K	0.46%	30
2025 Q2	$521K	Buy	971 +109	+13%	+$47.5K	0.33%	44
2025 Q1	$278K	Buy	+862	New	+$348K	0.2%	102

Other funds holding FIX

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Kaufman Rossin Wealth's FIX Position: Q2 2026 in Review

Kaufman Rossin Wealth reduced its Comfort Systems (FIX) stake by 11% in Q2 2026, selling an estimated $191K and leaving 822 shares worth $1.46M. The position accounts for 0.69% of the portfolio, ranked #19.

Kaufman Rossin Wealth first reported a position in FIX in Q1 2025 and has held it in 6 quarters since. 343 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Kaufman Rossin Wealth held 822 shares of Comfort Systems worth $1.46M as of Q2 2026.
Kaufman Rossin Wealth sold 105 Comfort Systems shares in Q2 2026, an estimated $191K.
Comfort Systems made up 0.69% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #19 holding.
Kaufman Rossin Wealth first reported a position in Comfort Systems in Q1 2025 and has held it in 6 quarters since.
343 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.