Mackenzie Financial
FIX icon

Mackenzie Financial’s Comfort Systems FIX Stock Holding History

Mackenzie Financial’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 		$41M Buy
20,665
+2,435
+13% +$4.42M 0.04% 303
2026
Q1 		$25.1M Buy
18,230
+8,108
+80% +$10.3M 0.03% 367
2025
Q4 		$9.57M Buy
10,122
+3,018
+42% +$2.79M 0.01% 516
2025
Q3 		$5.86M Sell
7,104
-1,409
-17% -$955K 0.01% 607
2025
Q2 		$4.56M Buy
8,513
+2,512
+42% +$1.09M 0.01% 622
2025
Q1 		$1.93M Buy
6,001
+1,620
+37% +$653K ﹤0.01% 795
2024
Q4 		$1.86M Buy
+4,381
New +$1.92M ﹤0.01% 795
2024
Q3 		– Sell
-4,397
Closed -$1.34M – 1620
2024
Q2 		$1.34M Sell
4,397
-91
-2% -$28.9K ﹤0.01% 805
2024
Q1 		$1.43M Buy
4,488
+1,214
+37% +$310K ﹤0.01% 810
2023
Q4 		$673K Sell
3,274
-206
-6% -$38.1K ﹤0.01% 935
2023
Q3 		$575K Hold
3,480
– – ﹤0.01% 965
2023
Q2 		$572K Sell
3,480
-653
-16% -$97.1K ﹤0.01% 979
2023
Q1 		$603K Buy
4,133
+32
+0.8% +$4.15K ﹤0.01% 973
2022
Q4 		$472K Buy
4,101
+1,286
+46% +$150K ﹤0.01% 947
2022
Q3 		$274K Buy
2,815
+355
+14% +$34.8K ﹤0.01% 1126
2022
Q2 		$205K Buy
+2,460
New +$212K ﹤0.01% 1277
2022
Q1 		– Sell
-2,091
Closed -$207K – 1442
2021
Q4 		$207K Buy
+2,091
New +$193K ﹤0.01% 1323

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

Mackenzie Financial's FIX Position: Q2 2026 in Review

Mackenzie Financial increased its Comfort Systems (FIX) stake by 13% in Q2 2026, buying an estimated $4.42M and bringing the position to 20,665 shares worth $41M. The position accounts for 0.04% of the portfolio, ranked #303.

Mackenzie Financial first reported a position in FIX in Q4 2021 and has held it in 17 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Mackenzie Financial held 20,665 shares of Comfort Systems worth $41M as of Q2 2026.
  • Mackenzie Financial bought 2,435 Comfort Systems shares in Q2 2026, an estimated $4.42M.
  • Comfort Systems made up 0.04% of Mackenzie Financial's portfolio in Q2 2026, its #303 holding.
  • Mackenzie Financial first reported a position in Comfort Systems in Q4 2021 and has held it in 17 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.