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Larson Financial Group’s Comfort Systems FIX Stock Holding History

Larson Financial Group’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 		$1.68M Buy
850
+750
+750% +$1.36M 0.04% 278
2026
Q1 		$138K Buy
100
+56
+127% +$71.1K ﹤0.01% 855
2025
Q4 		$41.2K Sell
44
-98
-69% -$90.5K ﹤0.01% 1332
2025
Q3 		$117K Buy
142
+116
+446% +$78.6K ﹤0.01% 856
2025
Q2 		$13.9K Sell
26
-9
-26% -$3.92K ﹤0.01% 1660
2025
Q1 		$11.3K Hold
35
– – ﹤0.01% 1588
2024
Q4 		$14.8K Sell
35
-16
-31% -$7.03K ﹤0.01% 1335
2024
Q3 		$19.9K Buy
+51
New +$16.8K ﹤0.01% 1214

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

Larson Financial Group's FIX Position: Q2 2026 in Review

Larson Financial Group increased its Comfort Systems (FIX) stake by 750% in Q2 2026, buying an estimated $1.36M and bringing the position to 850 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #278.

Larson Financial Group first reported a position in FIX in Q3 2024 and has held it in 8 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Larson Financial Group held 850 shares of Comfort Systems worth $1.68M as of Q2 2026.
  • Larson Financial Group bought 750 Comfort Systems shares in Q2 2026, an estimated $1.36M.
  • Comfort Systems made up 0.04% of Larson Financial Group's portfolio in Q2 2026, its #278 holding.
  • Larson Financial Group first reported a position in Comfort Systems in Q3 2024 and has held it in 8 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

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