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Smartleaf Asset Management’s Comfort Systems FIX Stock Holding History

Smartleaf Asset 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 		$298K Hold
153
– – 0.01% 687
2026
Q1 		$195K Hold
153
– – 0.01% 796
2025
Q4 		$145K Sell
153
-6
-4% -$5.54K 0.01% 979
2025
Q3 		$127K Buy
159
+40
+34% +$27.1K 0.01% 937
2025
Q2 		$63.7K Buy
119
+6
+5% +$2.61K 0.01% 1059
2025
Q1 		$36.6K Sell
113
-39
-26% -$15.7K ﹤0.01% 1308
2024
Q4 		$65.3K Buy
152
+61
+67% +$26.8K 0.01% 1047
2024
Q3 		$35.5K Buy
91
+48
+112% +$15.8K ﹤0.01% 1046
2024
Q2 		$13.6K Buy
+43
New +$13.7K ﹤0.01% 1243

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

Smartleaf Asset Management's FIX Position: Q2 2026 in Review

Smartleaf Asset Management held its Comfort Systems (FIX) position steady in Q2 2026 at 153 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #687.

Smartleaf Asset Management first reported a position in FIX in Q2 2024 and has held it in 9 quarters since. 1,348 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Smartleaf Asset Management held 153 shares of Comfort Systems worth $298K as of Q2 2026.
  • Smartleaf Asset Management left its Comfort Systems share count unchanged in Q2 2026.
  • Comfort Systems made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #687 holding.
  • Smartleaf Asset Management first reported a position in Comfort Systems in Q2 2024 and has held it in 9 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.