Yousif Capital Management’s Comfort Systems FIX Stock Holding History

Yousif Capital 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	$6.51M	Sell	3,284 -233	-7%	-$423K	0.07%	253
2026 Q1	$4.85M	Sell	3,517 -122	-3%	-$155K	0.06%	309
2025 Q4	$4.13M	Sell	3,639 -7,565	-68%	-$6.98M	0.05%	374
2025 Q3	$9.25M	Sell	11,204 -795	-7%	-$539K	0.1%	175
2025 Q2	$6.43M	Sell	11,999 -306	-2%	-$133K	0.07%	263
2025 Q1	$3.97M	Sell	12,305 -263	-2%	-$106K	0.05%	366
2024 Q4	$5.33M	Sell	12,568 -566	-4%	-$249K	0.06%	302
2024 Q3	$5.13M	Sell	13,134 -1,855	-12%	-$611K	0.06%	325
2024 Q2	$4.56M	Sell	14,989 -1,303	-8%	-$414K	0.05%	357
2024 Q1	$5.18M	Sell	16,292 -770	-5%	-$197K	0.06%	331
2023 Q4	$3.51M	Sell	17,062 -1,367	-7%	-$253K	0.04%	479
2023 Q3	$3.14M	Sell	18,429 -1,182	-6%	-$207K	0.04%	508
2023 Q2	$3.22M	Sell	19,611 -1,173	-6%	-$174K	0.04%	511
2023 Q1	$3.03M	Sell	20,784 -2,572	-11%	-$334K	0.04%	524
2022 Q4	$2.69M	Sell	23,356 -6,520	-22%	-$758K	0.04%	594
2022 Q3	$2.91M	Sell	29,876 -781	-3%	-$76.6K	0.04%	494
2022 Q2	$2.55M	Sell	30,657 -3,705	-11%	-$319K	0.03%	640
2022 Q1	$3.06M	Sell	34,362 -45	-0.1%	-$4.04K	0.03%	618
2021 Q4	$3.4M	Buy	+34,407	New	+$3.18M	0.04%	596

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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

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

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

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

Yousif Capital Management's FIX Position: Q2 2026 in Review

Yousif Capital Management reduced its Comfort Systems (FIX) stake by 6.6% in Q2 2026, selling an estimated $423K and leaving 3,284 shares worth $6.51M. The position accounts for 0.07% of the portfolio, ranked #253.

Yousif Capital Management first reported a position in FIX in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.25M in Q3 2025. 271 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Yousif Capital Management held 3,284 shares of Comfort Systems worth $6.51M as of Q2 2026.
Yousif Capital Management sold 233 Comfort Systems shares in Q2 2026, an estimated $423K.
Comfort Systems made up 0.07% of Yousif Capital Management's portfolio in Q2 2026, its #253 holding.
Yousif Capital Management first reported a position in Comfort Systems in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Comfort Systems position peaked at $9.25M in Q3 2025.
271 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.