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Liberty One Investment Management’s Comfort Systems FIX Stock Holding History

Liberty One Investment Management’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 		$506K Sell
255
-8
-3% -$14.5K 0.05% 123
2026
Q1 		$363K Buy
263
+59
+29% +$74.9K 0.04% 134
2025
Q4 		$191K Sell
204
-357
-64% -$330K 0.02% 124
2025
Q3 		$463K Buy
+561
New +$380K 0.03% 126

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

Liberty One Investment Management's FIX Position: Q2 2026 in Review

Liberty One Investment Management reduced its Comfort Systems (FIX) stake by 3% in Q2 2026, selling an estimated $14.5K and leaving 255 shares worth $506K. The position accounts for 0.05% of the portfolio, ranked #123.

Liberty One Investment Management first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 1,352 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Liberty One Investment Management held 255 shares of Comfort Systems worth $506K as of Q2 2026.
  • Liberty One Investment Management sold 8 Comfort Systems shares in Q2 2026, an estimated $14.5K.
  • Comfort Systems made up 0.05% of Liberty One Investment Management's portfolio in Q2 2026, its #123 holding.
  • Liberty One Investment Management first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.