X-Square Capital’s Comfort Systems FIX Stock Holding History

X-Square 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	$2.02M	Sell	1,020 -391	-28%	-$709K	0.51%	56
2026 Q1	$1.95M	Hold	1,411	–	–	0.66%	52
2025 Q4	$1.32M	Sell	1,411 -189	-12%	-$174K	0.43%	70
2025 Q3	$1.32M	Hold	1,600	–	–	0.41%	71
2025 Q2	$858K	Hold	1,600	–	–	0.31%	91
2025 Q1	$516K	Hold	1,600	–	–	0.22%	100
2024 Q4	$678K	Hold	1,600	–	–	0.28%	92
2024 Q3	$625K	Hold	1,600	–	–	0.27%	88
2024 Q2	$487K	Buy	+1,600	New	+$509K	0.23%	105

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

X-Square Capital's FIX Position: Q2 2026 in Review

X-Square Capital reduced its Comfort Systems (FIX) stake by 28% in Q2 2026, selling an estimated $709K and leaving 1,020 shares worth $2.02M. The position accounts for 0.51% of the portfolio, ranked #56.

X-Square Capital first reported a position in FIX in Q2 2024 and has held it in 9 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

X-Square Capital held 1,020 shares of Comfort Systems worth $2.02M as of Q2 2026.
X-Square Capital sold 391 Comfort Systems shares in Q2 2026, an estimated $709K.
Comfort Systems made up 0.51% of X-Square Capital's portfolio in Q2 2026, its #56 holding.
X-Square Capital first reported a position in Comfort Systems in Q2 2024 and has held it in 9 quarters since.
1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on X-Square Capital's 13F filing for Q2 2026, filed 12 Aug 2026.