Yorktown Management & Research Company’s Comfort Systems FIX Stock Holding History

Yorktown Management & Research Company’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	$5.87M	Sell	2,960 -250	-8%	-$454K	3.59%	1
2026 Q1	$4.43M	Sell	3,210 -290	-8%	-$368K	3.7%	1
2025 Q4	$3.27M	Hold	3,500	–	–	2.61%	1
2025 Q3	$2.89M	Hold	3,500	–	–	2.3%	3
2025 Q2	$1.88M	Sell	3,500 -400	-10%	-$174K	1.79%	4
2025 Q1	$1.26M	Hold	3,900	–	–	1.37%	4
2024 Q4	$1.65M	Hold	3,900	–	–	1.59%	2
2024 Q3	$1.52M	Hold	3,900	–	–	1.56%	1
2024 Q2	$1.19M	Buy	3,900 +2,300	+144%	+$731K	1.27%	6
2024 Q1	$508K	Hold	1,600	–	–	0.48%	61
2023 Q4	$329K	Buy	+1,600	New	+$296K	0.34%	147

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Yorktown Management & Research Company's FIX Position: Q2 2026 in Review

Yorktown Management & Research Company reduced its Comfort Systems (FIX) stake by 7.8% in Q2 2026, selling an estimated $454K and leaving 2,960 shares worth $5.87M. The position accounts for 3.59% of the portfolio, ranked #1.

Yorktown Management & Research Company first reported a position in FIX in Q4 2023 and has held it in 11 quarters since. 732 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Yorktown Management & Research Company held 2,960 shares of Comfort Systems worth $5.87M as of Q2 2026.
Yorktown Management & Research Company sold 250 Comfort Systems shares in Q2 2026, an estimated $454K.
Comfort Systems made up 3.59% of Yorktown Management & Research Company's portfolio in Q2 2026, its #1 holding.
Yorktown Management & Research Company first reported a position in Comfort Systems in Q4 2023 and has held it in 11 quarters since.
732 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.