Nations Financial Group’s Comfort Systems FIX Stock Holding History

Nations 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	$2.51M	Sell	1,264 -445	-26%	-$807K	0.12%	185
2026 Q1	$2.36M	Sell	1,709 -42	-2%	-$53.3K	0.12%	198
2025 Q4	$1.63M	Sell	1,751 -236	-12%	-$218K	0.09%	236
2025 Q3	$1.64M	Buy	1,987 +533	+37%	+$361K	0.1%	224
2025 Q2	$780K	Buy	1,454 +26	+2%	+$11.3K	0.05%	347
2025 Q1	$460K	Buy	1,428 +70	+5%	+$28.2K	0.04%	441
2024 Q4	$576K	Buy	1,358 +16	+1%	+$7.03K	0.04%	402
2024 Q3	$524K	Buy	+1,342	New	+$442K	0.04%	422
2023 Q4	–	Sell	-7,265	Closed	-$1.24M	–	629
2023 Q3	$1.24M	Buy	+7,265	New	+$1.27M	0.12%	194

Other funds holding FIX

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

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

Nations Financial Group reduced its Comfort Systems (FIX) stake by 26% in Q2 2026, selling an estimated $807K and leaving 1,264 shares worth $2.51M. The position accounts for 0.12% of the portfolio, ranked #185.

Nations Financial Group first reported a position in FIX in Q3 2023 and has held it in 9 quarters since. 329 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Nations Financial Group held 1,264 shares of Comfort Systems worth $2.51M as of Q2 2026.
Nations Financial Group sold 445 Comfort Systems shares in Q2 2026, an estimated $807K.
Comfort Systems made up 0.12% of Nations Financial Group's portfolio in Q2 2026, its #185 holding.
Nations Financial Group first reported a position in Comfort Systems in Q3 2023 and has held it in 9 quarters since.
329 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.