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Patton Fund Management’s Comfort Systems FIX Stock Holding History

Patton Fund Management’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 		$4.66M Sell
2,353
-1,057
-31% -$1.92M 1.01% 32
2026
Q1 		$4.7M Buy
3,410
+3,160
+1,264% +$4.01M 0.8% 19
2025
Q4 		$233K Buy
+250
New +$231K 0.03% 203

Other funds holding FIX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Patton Fund Management's FIX Position: Q2 2026 in Review

Patton Fund Management reduced its Comfort Systems (FIX) stake by 31% in Q2 2026, selling an estimated $1.92M and leaving 2,353 shares worth $4.66M. The position accounts for 1.01% of the portfolio, ranked #32.

Patton Fund Management first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.7M in Q1 2026. 236 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Patton Fund Management held 2,353 shares of Comfort Systems worth $4.66M as of Q2 2026.
  • Patton Fund Management sold 1,057 Comfort Systems shares in Q2 2026, an estimated $1.92M.
  • Comfort Systems made up 1.01% of Patton Fund Management's portfolio in Q2 2026, its #32 holding.
  • Patton Fund Management first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • Patton Fund Management's Comfort Systems position peaked at $4.7M in Q1 2026.
  • 236 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.