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Swan Capital’s Comfort Systems FIX Stock Holding History

Swan Capital’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 		$9.91K Buy
+5
New +$9.07K ﹤0.01% 203
2025
Q3 		– Sell
-1
Closed -$536 – 511
2025
Q2 		$536 Buy
+1
New +$436 ﹤0.01% 415

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

Swan Capital's FIX Position: Q2 2026 in Review

Swan Capital opened a new position in Comfort Systems (FIX) in Q2 2026: 5 shares worth $9.91K. The stake represents ﹤0.01% of the portfolio and ranks #203 among its holdings. This is a return to the name: Swan Capital previously reported a position in FIX as recently as Q2 2025.

Swan Capital first reported a position in FIX in Q2 2025 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Swan Capital held 5 shares of Comfort Systems worth $9.91K as of Q2 2026.
  • Comfort Systems was a new Swan Capital position in Q2 2026.
  • Comfort Systems made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #203 holding.
  • Swan Capital first reported a position in Comfort Systems in Q2 2025 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.