LI
FIX icon

LRI Investments’s Comfort Systems FIX Stock Holding History

LRI Investments’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 		$21.8K Buy
11
+3
+38% +$5.44K ﹤0.01% 738
2026
Q1 		$11K Buy
+8
New +$10.2K ﹤0.01% 861
2025
Q1 		– Sell
-11
Closed -$4.83K – 1226
2024
Q4 		$4.83K Hold
11
– – ﹤0.01% 943
2024
Q3 		$5K Sell
11
-13
-54% -$4.28K ﹤0.01% 936
2024
Q2 		$7.35K Buy
+24
New +$7.63K ﹤0.01% 808

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

LRI Investments's FIX Position: Q2 2026 in Review

LRI Investments increased its Comfort Systems (FIX) stake by 38% in Q2 2026, buying an estimated $5.44K and bringing the position to 11 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

LRI Investments first reported a position in FIX in Q2 2024 and has held it in 5 quarters since. 523 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • LRI Investments held 11 shares of Comfort Systems worth $21.8K as of Q2 2026.
  • LRI Investments bought 3 Comfort Systems shares in Q2 2026, an estimated $5.44K.
  • Comfort Systems made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #738 holding.
  • LRI Investments first reported a position in Comfort Systems in Q2 2024 and has held it in 5 quarters since.
  • 523 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.