QFA
FIX icon

Quantum Financial Advisors’s Comfort Systems FIX Stock Holding History

Quantum Financial Advisors’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 		$541K Hold
273
– – 0.05% 117
2026
Q1 		$376K Hold
273
– – 0.04% 132
2025
Q4 		$255K Sell
273
-193
-41% -$178K 0.03% 172
2025
Q3 		$384K Hold
466
– – 0.05% 118
2025
Q2 		$250K Buy
+466
New +$203K 0.03% 152

Other funds holding FIX

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

Quantum Financial Advisors's FIX Position: Q2 2026 in Review

Quantum Financial Advisors held its Comfort Systems (FIX) position steady in Q2 2026 at 273 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #117.

Quantum Financial Advisors first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Quantum Financial Advisors held 273 shares of Comfort Systems worth $541K as of Q2 2026.
  • Quantum Financial Advisors left its Comfort Systems share count unchanged in Q2 2026.
  • Comfort Systems made up 0.05% of Quantum Financial Advisors's portfolio in Q2 2026, its #117 holding.
  • Quantum Financial Advisors first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
  • 180 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.