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Strategic Global Advisors’s Comfort Systems FIX Stock Holding History

Strategic Global 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 		$6.74M Buy
3,400
+105
+3% +$191K 0.96% 29
2026
Q1 		$4.54M Sell
3,295
-82
-2% -$104K 0.73% 44
2025
Q4 		$3.15M Sell
3,377
-3,000
-47% -$2.77M 0.49% 67
2025
Q3 		$5.26M Sell
6,377
-110
-2% -$74.6K 0.8% 44
2025
Q2 		$3.48M Buy
6,487
+466
+8% +$203K 0.57% 54
2025
Q1 		$1.94M Sell
6,021
-192
-3% -$77.4K 0.38% 73
2024
Q4 		$2.63M Buy
6,213
+267
+4% +$117K 0.48% 59
2024
Q3 		$2.32M Buy
+5,946
New +$1.96M 0.46% 65

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

Strategic Global Advisors's FIX Position: Q2 2026 in Review

Strategic Global Advisors increased its Comfort Systems (FIX) stake by 3.2% in Q2 2026, buying an estimated $191K and bringing the position to 3,400 shares worth $6.74M. The position accounts for 0.96% of the portfolio, ranked #29.

Strategic Global Advisors first reported a position in FIX in Q3 2024 and has held it in 8 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Strategic Global Advisors held 3,400 shares of Comfort Systems worth $6.74M as of Q2 2026.
  • Strategic Global Advisors bought 105 Comfort Systems shares in Q2 2026, an estimated $191K.
  • Comfort Systems made up 0.96% of Strategic Global Advisors's portfolio in Q2 2026, its #29 holding.
  • Strategic Global Advisors first reported a position in Comfort Systems in Q3 2024 and has held it in 8 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Strategic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.