SWM
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Segment Wealth Management’s Comfort Systems FIX Stock Holding History

Segment Wealth Management’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 		$3.24M Hold
1,636
– – 0.17% 98
2026
Q1 		$2.26M Buy
1,636
+90
+6% +$114K 0.13% 111
2025
Q4 		$1.44M Hold
1,546
– – 0.08% 129
2025
Q3 		$1.28M Buy
+1,546
New +$1.05M 0.08% 140

Other funds holding FIX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Segment Wealth Management's FIX Position: Q2 2026 in Review

Segment Wealth Management held its Comfort Systems (FIX) position steady in Q2 2026 at 1,636 shares worth $3.24M. The position accounts for 0.17% of the portfolio, ranked #98.

Segment Wealth Management first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Segment Wealth Management held 1,636 shares of Comfort Systems worth $3.24M as of Q2 2026.
  • Segment Wealth Management left its Comfort Systems share count unchanged in Q2 2026.
  • Comfort Systems made up 0.17% of Segment Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Segment Wealth Management first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.