LFA
FIX icon

Legacy Financial Advisors’s Comfort Systems FIX Stock Holding History

Legacy Financial Advisors’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 		$1.02M Buy
516
+46
+10% +$83.5K 0.12% 139
2026
Q1 		$648K Buy
470
+49
+12% +$62.2K 0.09% 187
2025
Q4 		$393K Buy
+421
New +$389K 0.05% 263

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 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 22.96% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Legacy Financial Advisors's FIX Position: Q2 2026 in Review

Legacy Financial Advisors increased its Comfort Systems (FIX) stake by 9.8% in Q2 2026, buying an estimated $83.5K and bringing the position to 516 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #139.

Legacy Financial Advisors first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 628 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Legacy Financial Advisors held 516 shares of Comfort Systems worth $1.02M as of Q2 2026.
  • Legacy Financial Advisors bought 46 Comfort Systems shares in Q2 2026, an estimated $83.5K.
  • Comfort Systems made up 0.12% of Legacy Financial Advisors's portfolio in Q2 2026, its #139 holding.
  • Legacy Financial Advisors first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • 628 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.