MFG
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Merit Financial Group’s Comfort Systems FIX Stock Holding History

Merit Financial Group’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 		$13.4M Sell
6,747
-72
-1% -$131K 0.08% 211
2026
Q1 		$9.4M Buy
6,819
+873
+15% +$1.11M 0.07% 237
2025
Q4 		$5.55M Buy
5,946
+1,172
+25% +$1.08M 0.04% 340
2025
Q3 		$3.94M Buy
4,774
+431
+10% +$292K 0.04% 369
2025
Q2 		$2.33M Buy
4,343
+1,701
+64% +$741K 0.03% 475
2025
Q1 		$852K Buy
2,642
+1,563
+145% +$630K 0.01% 711
2024
Q4 		$458K Buy
+1,079
New +$474K 0.01% 755

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

Merit Financial Group's FIX Position: Q2 2026 in Review

Merit Financial Group reduced its Comfort Systems (FIX) stake by 1.1% in Q2 2026, selling an estimated $131K and leaving 6,747 shares worth $13.4M. The position accounts for 0.08% of the portfolio, ranked #211.

Merit Financial Group first reported a position in FIX in Q4 2024 and has held it in 7 quarters since. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Merit Financial Group held 6,747 shares of Comfort Systems worth $13.4M as of Q2 2026.
  • Merit Financial Group sold 72 Comfort Systems shares in Q2 2026, an estimated $131K.
  • Comfort Systems made up 0.08% of Merit Financial Group's portfolio in Q2 2026, its #211 holding.
  • Merit Financial Group first reported a position in Comfort Systems in Q4 2024 and has held it in 7 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.