WAM
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Walker Asset Management’s Comfort Systems FIX Stock Holding History

Walker Asset Management’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 		$606K Sell
306
-104
-25% -$189K 0.31% 64
2026
Q1 		$566K Hold
410
– – 0.31% 63
2025
Q4 		$383K Hold
410
– – 0.21% 91
2025
Q3 		$338K Hold
410
– – 0.19% 100
2025
Q2 		$220K Buy
+410
New +$179K 0.13% 131

Other funds holding FIX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Walker Asset Management's FIX Position: Q2 2026 in Review

Walker Asset Management reduced its Comfort Systems (FIX) stake by 25% in Q2 2026, selling an estimated $189K and leaving 306 shares worth $606K. The position accounts for 0.31% of the portfolio, ranked #64.

Walker Asset Management first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Walker Asset Management held 306 shares of Comfort Systems worth $606K as of Q2 2026.
  • Walker Asset Management sold 104 Comfort Systems shares in Q2 2026, an estimated $189K.
  • Comfort Systems made up 0.31% of Walker Asset Management's portfolio in Q2 2026, its #64 holding.
  • Walker Asset Management first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
  • 180 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.