Raymond James Financial
FIX icon

Raymond James Financial’s Comfort Systems FIX Stock Holding History

Raymond James Financial’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
Q3 		$201M Sell
121,705
-4,110
-3% -$6.9M 0.05% 302
2026
Q2 		$249M Sell
125,815
-9,194
-7% -$16.7M 0.07% 250
2026
Q1 		$181M Buy
135,009
+48,619
+56% +$61.7M 0.06% 304
2025
Q4 		$80.6M Sell
86,390
-14,953
-15% -$13.8M 0.03% 596
2025
Q3 		$83.6M Sell
101,343
-7,960
-7% -$5.39M 0.03% 567
2025
Q2 		$58.6M Buy
109,303
+19,936
+22% +$8.68M 0.02% 673
2025
Q1 		$28.8M Sell
89,367
-2,692
-3% -$1.09M 0.01% 1051
2024
Q4 		$39M Buy
+92,059
New +$40.4M 0.01% 872

Other funds holding FIX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial's FIX Position: Q3 2026 in Review

Raymond James Financial reduced its Comfort Systems (FIX) stake by 3.3% in Q3 2026, selling an estimated $6.9M and leaving 121,705 shares worth $201M. The position accounts for 0.05% of the portfolio, ranked #302.

Raymond James Financial first reported a position in FIX in Q4 2024 and has held it in 8 quarters since. The position peaked at $249M in Q2 2026. 1,055 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Raymond James Financial held 121,705 shares of Comfort Systems worth $201M as of Q3 2026.
  • Raymond James Financial sold 4,110 Comfort Systems shares in Q3 2026, an estimated $6.9M.
  • Comfort Systems made up 0.05% of Raymond James Financial's portfolio in Q3 2026, its #302 holding.
  • Raymond James Financial first reported a position in Comfort Systems in Q4 2024 and has held it in 8 quarters since.
  • Raymond James Financial's Comfort Systems position peaked at $249M in Q2 2026.
  • 1,055 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.