SFS
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Sowell Financial Services’s Comfort Systems FIX Stock Holding History

Sowell Financial Services’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 		$1.97M Sell
996
-202
-17% -$367K 0.06% 315
2026
Q1 		$1.65M Sell
1,198
-154
-11% -$196K 0.06% 333
2025
Q4 		$1.26M Sell
1,352
-110
-8% -$102K 0.05% 382
2025
Q3 		$1.21M Sell
1,462
-168
-10% -$114K 0.05% 383
2025
Q2 		$874K Sell
1,630
-218
-12% -$95K 0.04% 452
2025
Q1 		$596K Buy
+1,848
New +$745K 0.03% 544
2021
Q1 		– Sell
-178
Closed -$9K – 3157
2020
Q4 		$9K Buy
178
+177
+17,700% +$9.18K ﹤0.01% 2057
2020
Q3 		$0 Sell
1
-122
-99% -$5.92K ﹤0.01% 2582
2020
Q2 		$5K Hold
123
– – ﹤0.01% 1892
2020
Q1 		$4K Hold
123
– – ﹤0.01% 1887
2019
Q4 		$6K Buy
+123
New +$5.98K ﹤0.01% 1836

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

Sowell Financial Services's FIX Position: Q2 2026 in Review

Sowell Financial Services reduced its Comfort Systems (FIX) stake by 17% in Q2 2026, selling an estimated $367K and leaving 996 shares worth $1.97M. The position accounts for 0.06% of the portfolio, ranked #315.

Sowell Financial Services first reported a position in FIX in Q4 2019 and has held it in 11 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Sowell Financial Services held 996 shares of Comfort Systems worth $1.97M as of Q2 2026.
  • Sowell Financial Services sold 202 Comfort Systems shares in Q2 2026, an estimated $367K.
  • Comfort Systems made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #315 holding.
  • Sowell Financial Services first reported a position in Comfort Systems in Q4 2019 and has held it in 11 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.