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Patten Group’s Comfort Systems FIX Stock Holding History

Patten 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 		$1M Buy
505
+139
+38% +$252K 0.16% 154
2026
Q1 		$505K Buy
+366
New +$465K 0.09% 196
2018
Q4 		– Sell
-248
Closed -$14K – 622
2018
Q3 		$14K Hold
248
– – 0.01% 471
2018
Q2 		$11K Buy
+248
New +$11.1K ﹤0.01% 469

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

Patten Group's FIX Position: Q2 2026 in Review

Patten Group increased its Comfort Systems (FIX) stake by 38% in Q2 2026, buying an estimated $252K and bringing the position to 505 shares worth $1M. The position accounts for 0.16% of the portfolio, ranked #154.

Patten Group first reported a position in FIX in Q2 2018 and has held it in 4 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Patten Group held 505 shares of Comfort Systems worth $1M as of Q2 2026.
  • Patten Group bought 139 Comfort Systems shares in Q2 2026, an estimated $252K.
  • Comfort Systems made up 0.16% of Patten Group's portfolio in Q2 2026, its #154 holding.
  • Patten Group first reported a position in Comfort Systems in Q2 2018 and has held it in 4 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.