Optimist Retirement Group’s Comfort Systems FIX Stock Holding History

Optimist Retirement 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	$755K	Buy	381 +9	+2%	+$16.3K	0.29%	58
2026 Q1	$513K	Sell	372 -82	-18%	-$104K	0.23%	61
2025 Q4	$424K	Hold	454	–	–	0.19%	66
2025 Q3	$375K	Buy	+454	New	+$308K	0.17%	73

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Optimist Retirement Group's FIX Position: Q2 2026 in Review

Optimist Retirement Group increased its Comfort Systems (FIX) stake by 2.4% in Q2 2026, buying an estimated $16.3K and bringing the position to 381 shares worth $755K. The position accounts for 0.29% of the portfolio, ranked #58.

Optimist Retirement Group first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 906 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Optimist Retirement Group held 381 shares of Comfort Systems worth $755K as of Q2 2026.
Optimist Retirement Group bought 9 Comfort Systems shares in Q2 2026, an estimated $16.3K.
Comfort Systems made up 0.29% of Optimist Retirement Group's portfolio in Q2 2026, its #58 holding.
Optimist Retirement Group first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
906 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.