Private Client Services’s Comfort Systems FIX Stock Holding History

Private Client Services’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	$1.26M	Sell	637 -1,485	-70%	-$2.69M	0.33%	63
2026 Q1	$2.93M	Sell	2,122 -448	-17%	-$569K	0.88%	30
2025 Q4	$2.4M	Sell	2,570 -161	-6%	-$149K	0.75%	36
2025 Q3	$2.25M	Buy	2,731 +2,354	+624%	+$1.6M	0.75%	37
2025 Q2	$202K	Sell	377 -1,515	-80%	-$660K	0.08%	194
2025 Q1	$610K	Sell	1,892 -3,007	-61%	-$1.21M	0.3%	75
2024 Q4	$2.08M	Sell	4,899 -788	-14%	-$346K	1.12%	24
2024 Q3	$2.22M	Buy	5,687 +2,411	+74%	+$794K	1.19%	23
2024 Q2	$996K	Buy	+3,276	New	+$1.04M	0.63%	45

Other funds holding FIX

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 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

EOJOAM

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

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

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Private Client Services's FIX Position: Q2 2026 in Review

Private Client Services reduced its Comfort Systems (FIX) stake by 70% in Q2 2026, selling an estimated $2.69M and leaving 637 shares worth $1.26M. The position accounts for 0.33% of the portfolio, ranked #63.

Private Client Services first reported a position in FIX in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.93M in Q1 2026. 180 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Private Client Services held 637 shares of Comfort Systems worth $1.26M as of Q2 2026.
Private Client Services sold 1,485 Comfort Systems shares in Q2 2026, an estimated $2.69M.
Comfort Systems made up 0.33% of Private Client Services's portfolio in Q2 2026, its #63 holding.
Private Client Services first reported a position in Comfort Systems in Q2 2024 and has held it in 9 quarters since.
Private Client Services's Comfort Systems position peaked at $2.93M in Q1 2026.
180 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.