Richard Bernstein Advisors’s Comfort Systems FIX Stock Holding History

Richard Bernstein 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 Q1	$3.92M	Buy	+2,845	New	+$3.61M	0.11%	30
2015 Q2	–	Sell	-33,632	Closed	-$708K	–	223
2015 Q1	$708K	Hold	33,632	–	–	0.09%	169
2014 Q4	$576K	Hold	33,632	–	–	0.06%	228
2014 Q3	$456K	Buy	33,632 +5,109	+18%	+$77K	0.05%	239
2014 Q2	$451K	Hold	28,523	–	–	0.05%	235
2014 Q1	$435K	Hold	28,523	–	–	0.06%	233
2013 Q4	$553K	Hold	28,523	–	–	0.11%	218
2013 Q3	$479K	Hold	28,523	–	–	0.14%	204
2013 Q2	$426K	Buy	+28,523	New	+$388K	0.14%	202

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Richard Bernstein Advisors's FIX Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in Comfort Systems (FIX) in Q1 2026: 2,845 shares worth $3.92M. The stake represents 0.11% of the portfolio and ranks #30 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in FIX as recently as Q1 2015.

Richard Bernstein Advisors first reported a position in FIX in Q2 2013 and has held it in 9 quarters since. 1,201 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Richard Bernstein Advisors held 2,845 shares of Comfort Systems worth $3.92M as of Q1 2026.
Comfort Systems was a new Richard Bernstein Advisors position in Q1 2026.
Comfort Systems made up 0.11% of Richard Bernstein Advisors's portfolio in Q1 2026, its #30 holding.
Richard Bernstein Advisors first reported a position in Comfort Systems in Q2 2013 and has held it in 9 quarters since.
1,201 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.