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Leeward Financial Partners’s Comfort Systems FIX Stock Holding History

Leeward Financial Partners’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 		$539K Sell
272
-24
-8% -$43.5K 0.14% 70
2026
Q1 		$408K Sell
296
-92
-24% -$117K 0.12% 70
2025
Q4 		$362K Sell
388
-146
-27% -$135K 0.1% 76
2025
Q3 		$441K Buy
534
+33
+7% +$22.4K 0.13% 70
2025
Q2 		$269K Buy
+501
New +$218K 0.09% 88
2025
Q1 		– Sell
-539
Closed -$229K – 89
2024
Q4 		$229K Buy
+539
New +$237K 0.08% 80

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

Leeward Financial Partners's FIX Position: Q2 2026 in Review

Leeward Financial Partners reduced its Comfort Systems (FIX) stake by 8.1% in Q2 2026, selling an estimated $43.5K and leaving 272 shares worth $539K. The position accounts for 0.14% of the portfolio, ranked #70.

Leeward Financial Partners first reported a position in FIX in Q4 2024 and has held it in 6 quarters since. 1,341 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Leeward Financial Partners held 272 shares of Comfort Systems worth $539K as of Q2 2026.
  • Leeward Financial Partners sold 24 Comfort Systems shares in Q2 2026, an estimated $43.5K.
  • Comfort Systems made up 0.14% of Leeward Financial Partners's portfolio in Q2 2026, its #70 holding.
  • Leeward Financial Partners first reported a position in Comfort Systems in Q4 2024 and has held it in 6 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.