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Root Financial Partners’s Comfort Systems FIX Stock Holding History

Root Financial Partners’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 		$755K Buy
381
+85
+29% +$154K 0.03% 147
2026
Q1 		$408K Buy
296
+195
+193% +$248K 0.02% 198
2025
Q4 		$94.3K Sell
101
-2
-2% -$1.85K ﹤0.01% 488
2025
Q3 		$85K Buy
+103
New +$69.8K 0.01% 493

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Root Financial Partners's FIX Position: Q2 2026 in Review

Root Financial Partners increased its Comfort Systems (FIX) stake by 29% in Q2 2026, buying an estimated $154K and bringing the position to 381 shares worth $755K. The position accounts for 0.03% of the portfolio, ranked #147.

Root Financial Partners first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Root Financial Partners held 381 shares of Comfort Systems worth $755K as of Q2 2026.
  • Root Financial Partners bought 85 Comfort Systems shares in Q2 2026, an estimated $154K.
  • Comfort Systems made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #147 holding.
  • Root Financial Partners first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.