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LifeGoal Wealth Advisors’s Comfort Systems FIX Stock Holding History

LifeGoal Wealth 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 		$610K Buy
308
+50
+19% +$90.7K 0.28% 50
2026
Q1 		$369K Buy
+258
New +$328K 0.21% 67

Other funds holding FIX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

LifeGoal Wealth Advisors's FIX Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its Comfort Systems (FIX) stake by 19% in Q2 2026, buying an estimated $90.7K and bringing the position to 308 shares worth $610K. The position accounts for 0.28% of the portfolio, ranked #50.

LifeGoal Wealth Advisors first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 522 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • LifeGoal Wealth Advisors held 308 shares of Comfort Systems worth $610K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 50 Comfort Systems shares in Q2 2026, an estimated $90.7K.
  • Comfort Systems made up 0.28% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • LifeGoal Wealth Advisors first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
  • 522 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.