Kestra Advisory Services’s Comfort Systems FIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.6M Buy
6,870
+649
+10% +$1.18M 0.04% 425
2026
Q1
$8.58M Buy
6,221
+534
+9% +$678K 0.03% 521
2025
Q4
$5.31M Buy
5,687
+358
+7% +$331K 0.02% 703
2025
Q3
$4.4M Buy
5,329
+850
+19% +$576K 0.02% 751
2025
Q2
$2.4M Buy
4,479
+581
+15% +$253K 0.01% 988
2025
Q1
$1.26M Buy
3,898
+362
+10% +$146K 0.01% 1249
2024
Q4
$1.5M Buy
3,536
+53
+2% +$23.3K 0.01% 1160
2024
Q3
$1.36M Buy
3,483
+1,935
+125% +$637K 0.01% 1156
2024
Q2
$440K Sell
1,548
-1,729
-53% -$550K ﹤0.01% 1862
2024
Q1
$1.04M Sell
3,277
-210
-6% -$53.6K 0.01% 1215
2023
Q4
$717K Buy
+3,487
New +$644K 0.01% 1300
2023
Q1
Sell
-4,602
Closed -$530K 2153
2022
Q4
$530K Buy
+4,602
New +$535K ﹤0.01% 1378

Other funds holding FIX

Kestra Advisory Services's FIX Position: Q2 2026 in Review

Kestra Advisory Services increased its Comfort Systems (FIX) stake by 10% in Q2 2026, buying an estimated $1.18M and bringing the position to 6,870 shares worth $13.6M. The position accounts for 0.04% of the portfolio, ranked #425.

Kestra Advisory Services first reported a position in FIX in Q4 2022 and has held it in 12 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Kestra Advisory Services held 6,870 shares of Comfort Systems worth $13.6M as of Q2 2026.
  • Kestra Advisory Services bought 649 Comfort Systems shares in Q2 2026, an estimated $1.18M.
  • Comfort Systems made up 0.04% of Kestra Advisory Services's portfolio in Q2 2026, its #425 holding.
  • Kestra Advisory Services first reported a position in Comfort Systems in Q4 2022 and has held it in 12 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.