Prospera Financial Services’s Comfort Systems FIX Stock Holding History

Prospera Financial 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	$8.85M	Buy	4,465 +1,345	+43%	+$2.44M	0.13%	173
2026 Q1	$4.3M	Buy	3,120 +2,729	+698%	+$3.46M	0.07%	292
2025 Q4	$365K	Buy	391 +20	+5%	+$18.5K	0.01%	1063
2025 Q3	$306K	Buy	+371	New	+$251K	0.01%	1131
2023 Q4	–	Sell	-3,874	Closed	-$660K	–	1073
2023 Q3	$660K	Buy	3,874 +947	+32%	+$166K	0.03%	531
2023 Q2	$481K	Buy	+2,927	New	+$435K	0.02%	632
2022 Q2	–	Sell	-429	Closed	-$38K	–	1951
2022 Q1	$38K	Buy	+429	New	+$38.5K	﹤0.01%	1490

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

Prospera Financial Services's FIX Position: Q2 2026 in Review

Prospera Financial Services increased its Comfort Systems (FIX) stake by 43% in Q2 2026, buying an estimated $2.44M and bringing the position to 4,465 shares worth $8.85M. The position accounts for 0.13% of the portfolio, ranked #173.

Prospera Financial Services first reported a position in FIX in Q1 2022 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Prospera Financial Services held 4,465 shares of Comfort Systems worth $8.85M as of Q2 2026.
Prospera Financial Services bought 1,345 Comfort Systems shares in Q2 2026, an estimated $2.44M.
Comfort Systems made up 0.13% of Prospera Financial Services's portfolio in Q2 2026, its #173 holding.
Prospera Financial Services first reported a position in Comfort Systems in Q1 2022 and has held it in 7 quarters since.
180 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.