RAFFA WEALTH MANAGEMENT, LLC’s Comfort Systems FIX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$11.9K	Buy	6 +3	+100%	+$5.44K	﹤0.01%	391
2026 Q1	$4.14K	Buy	3 +1	+50%	+$1.27K	﹤0.01%	578
2025 Q4	$1.87K	Sell	2 -1	-33%	-$923	﹤0.01%	759
2025 Q3	$2.48K	Buy	+3	New	+$2.03K	﹤0.01%	654
2024 Q3	–	Sell	-39	Closed	-$11.9K	–	1118
2024 Q2	$11.9K	Hold	39	–	–	﹤0.01%	415
2024 Q1	$12.4K	Buy	+39	New	+$9.96K	﹤0.01%	391
2016 Q4	–	Sell	-17	Closed	-$498	–	886
2016 Q3	$498	Hold	17	–	–	﹤0.01%	730
2016 Q2	$554	Hold	17	–	–	﹤0.01%	636
2016 Q1	$540	Hold	17	–	–	﹤0.01%	656
2015 Q4	$483	Buy	+17	New	+$517	﹤0.01%	705

Other funds holding FIX

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FIX Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Comfort Systems (FIX) stake by 100% in Q2 2026, buying an estimated $5.44K and bringing the position to 6 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FIX in Q4 2015 and has held it in 10 quarters since. The position peaked at $12.4K in Q1 2024. 418 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 6 shares of Comfort Systems worth $11.9K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 3 Comfort Systems shares in Q2 2026, an estimated $5.44K.
Comfort Systems made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #391 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Comfort Systems in Q4 2015 and has held it in 10 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Comfort Systems position peaked at $12.4K in Q1 2024.
418 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.