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Symphony Financial’s Comfort Systems FIX Stock Holding History

Symphony Financial’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 		$1.18M Sell
595
-45
-7% -$81.7K 0.13% 116
2026
Q1 		$879K Buy
640
+105
+20% +$133K 0.12% 123
2025
Q4 		$500K Buy
535
+178
+50% +$164K 0.07% 165
2025
Q3 		$294K Buy
+357
New +$242K 0.04% 217

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Symphony Financial's FIX Position: Q2 2026 in Review

Symphony Financial reduced its Comfort Systems (FIX) stake by 7% in Q2 2026, selling an estimated $81.7K and leaving 595 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #116.

Symphony Financial first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 1,080 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Symphony Financial held 595 shares of Comfort Systems worth $1.18M as of Q2 2026.
  • Symphony Financial sold 45 Comfort Systems shares in Q2 2026, an estimated $81.7K.
  • Comfort Systems made up 0.13% of Symphony Financial's portfolio in Q2 2026, its #116 holding.
  • Symphony Financial first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.