Lodestone Wealth Management’s Comfort Systems FIX Stock Holding History

Lodestone Wealth 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	$3.96K	Buy	+2	New	+$3.63K	﹤0.01%	622

Other funds holding FIX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

Lodestone Wealth Management's FIX Position: Q2 2026 in Review

Lodestone Wealth Management opened a new position in Comfort Systems (FIX) in Q2 2026: 2 shares worth $3.96K. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings.

523 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Lodestone Wealth Management held 2 shares of Comfort Systems worth $3.96K as of Q2 2026.
Comfort Systems was a new Lodestone Wealth Management position in Q2 2026.
Comfort Systems made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #622 holding.
523 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.