Summit Global Investments’s Comfort Systems FIX Stock Holding History

Summit Global Investments’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	$1.01M	Buy	511 +213	+71%	+$386K	0.06%	202
2026 Q1	$411K	Buy	+298	New	+$378K	0.02%	365
2023 Q2	–	Sell	-8,579	Closed	-$1.25M	–	568
2023 Q1	$1.25M	Buy	8,579 +1,879	+28%	+$244K	0.1%	198
2022 Q4	$771K	Buy	6,700 +1,200	+22%	+$140K	0.07%	240
2022 Q3	$535K	Buy	5,500 +2,900	+112%	+$284K	0.05%	297
2022 Q2	$216K	Sell	2,600 -2,200	-46%	-$189K	0.02%	441
2022 Q1	$427K	Buy	+4,800	New	+$431K	0.03%	357
2019 Q1	–	Sell	-14,200	Closed	-$620K	–	290
2018 Q4	$620K	Sell	14,200 -300	-2%	-$15.4K	0.1%	199
2018 Q3	$818K	Buy	14,500 +400	+3%	+$21.4K	0.11%	165
2018 Q2	$646K	Buy	14,100 +1,200	+9%	+$53.5K	0.1%	208
2018 Q1	$532K	Sell	12,900 -200	-2%	-$8.41K	0.08%	218
2017 Q4	$572K	Sell	13,100 -1,900	-13%	-$77.8K	0.09%	163
2017 Q3	$536K	Buy	+15,000	New	+$518K	0.08%	158

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Global Investments's FIX Position: Q2 2026 in Review

Summit Global Investments increased its Comfort Systems (FIX) stake by 71% in Q2 2026, buying an estimated $386K and bringing the position to 511 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #202.

Summit Global Investments first reported a position in FIX in Q3 2017 and has held it in 13 quarters since. The position peaked at $1.25M in Q1 2023. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Summit Global Investments held 511 shares of Comfort Systems worth $1.01M as of Q2 2026.
Summit Global Investments bought 213 Comfort Systems shares in Q2 2026, an estimated $386K.
Comfort Systems made up 0.06% of Summit Global Investments's portfolio in Q2 2026, its #202 holding.
Summit Global Investments first reported a position in Comfort Systems in Q3 2017 and has held it in 13 quarters since.
Summit Global Investments's Comfort Systems position peaked at $1.25M in Q1 2023.
1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.