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Sequoia Financial Advisors’s Comfort Systems FIX Stock Holding History

Sequoia Financial 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 		$6.54M Buy
3,302
+402
+14% +$729K 0.03% 301
2026
Q1 		$4M Sell
2,900
-217
-7% -$276K 0.02% 373
2025
Q4 		$2.91M Buy
3,117
+993
+47% +$917K 0.02% 462
2025
Q3 		$1.75M Buy
2,124
+433
+26% +$293K 0.01% 575
2025
Q2 		$907K Buy
1,691
+260
+18% +$113K 0.01% 724
2025
Q1 		$461K Buy
1,431
+18
+1% +$7.26K ﹤0.01% 888
2024
Q4 		$599K Sell
1,413
-91
-6% -$40K 0.01% 743
2024
Q3 		$587K Buy
1,504
+77
+5% +$25.4K 0.01% 696
2024
Q2 		$434K Sell
1,427
-11
-0.8% -$3.5K 0.01% 751
2024
Q1 		$457K Sell
1,438
-102
-7% -$26.1K 0.01% 717
2023
Q4 		$317K Sell
1,540
-192
-11% -$35.5K ﹤0.01% 906
2023
Q3 		$295K Buy
1,732
+49
+3% +$8.6K 0.01% 696
2023
Q2 		$276K Buy
1,683
+206
+14% +$30.6K ﹤0.01% 731
2023
Q1 		$216K Buy
+1,477
New +$192K ﹤0.01% 741

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

Sequoia Financial Advisors's FIX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Comfort Systems (FIX) stake by 14% in Q2 2026, buying an estimated $729K and bringing the position to 3,302 shares worth $6.54M. The position accounts for 0.03% of the portfolio, ranked #301.

Sequoia Financial Advisors first reported a position in FIX in Q1 2023 and has held it in 14 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Sequoia Financial Advisors held 3,302 shares of Comfort Systems worth $6.54M as of Q2 2026.
  • Sequoia Financial Advisors bought 402 Comfort Systems shares in Q2 2026, an estimated $729K.
  • Comfort Systems made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #301 holding.
  • Sequoia Financial Advisors first reported a position in Comfort Systems in Q1 2023 and has held it in 14 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.