Rothschild Investment LLC’s Comfort Systems FIX Stock Holding History

Rothschild Investment LLC’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	$4.74M	Buy	2,390 +1,187	+99%	+$2.15M	0.18%	117
2026 Q1	$1.66M	Buy	1,203 +383	+47%	+$486K	0.09%	188
2025 Q4	$765K	Buy	820 +215	+36%	+$199K	0.04%	288
2025 Q3	$499K	Buy	605 +490	+426%	+$332K	0.03%	348
2025 Q2	$61.7K	Sell	115 -5	-4%	-$2.18K	﹤0.01%	734
2025 Q1	$38.7K	Buy	120 +62	+107%	+$25K	﹤0.01%	844
2024 Q4	$24.6K	Buy	+58	New	+$25.5K	﹤0.01%	949
2024 Q3	–	Sell	-13	Closed	-$3.95K	–	2929
2024 Q2	$3.95K	Buy	13 +10	+333%	+$3.18K	﹤0.01%	1240
2024 Q1	$953	Buy	+3	New	+$766	﹤0.01%	1267

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Rothschild Investment LLC's FIX Position: Q2 2026 in Review

Rothschild Investment LLC increased its Comfort Systems (FIX) stake by 99% in Q2 2026, buying an estimated $2.15M and bringing the position to 2,390 shares worth $4.74M. The position accounts for 0.18% of the portfolio, ranked #117.

Rothschild Investment LLC first reported a position in FIX in Q1 2024 and has held it in 9 quarters since. 656 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Rothschild Investment LLC held 2,390 shares of Comfort Systems worth $4.74M as of Q2 2026.
Rothschild Investment LLC bought 1,187 Comfort Systems shares in Q2 2026, an estimated $2.15M.
Comfort Systems made up 0.18% of Rothschild Investment LLC's portfolio in Q2 2026, its #117 holding.
Rothschild Investment LLC first reported a position in Comfort Systems in Q1 2024 and has held it in 9 quarters since.
656 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.