Resonant Capital Advisors’s Comfort Systems FIX Stock Holding History

Resonant Capital 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	$1.13M	Buy	571 +18	+3%	+$32.7K	0.05%	178
2026 Q1	$763K	Buy	553 +265	+92%	+$336K	0.04%	207
2025 Q4	$269K	Sell	288 -12	-4%	-$11.1K	0.01%	359
2025 Q3	$248K	Buy	+300	New	+$203K	0.01%	374

Other funds holding FIX

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Resonant Capital Advisors's FIX Position: Q2 2026 in Review

Resonant Capital Advisors increased its Comfort Systems (FIX) stake by 3.3% in Q2 2026, buying an estimated $32.7K and bringing the position to 571 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #178.

Resonant Capital Advisors first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 691 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Resonant Capital Advisors held 571 shares of Comfort Systems worth $1.13M as of Q2 2026.
Resonant Capital Advisors bought 18 Comfort Systems shares in Q2 2026, an estimated $32.7K.
Comfort Systems made up 0.05% of Resonant Capital Advisors's portfolio in Q2 2026, its #178 holding.
Resonant Capital Advisors first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
691 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.