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Showing 8 of 25 quarters

Position history for CAPTRUST Financial AdvisorsCAPTRUST Financial Advisors's holdings in Comfort Systems USA, Inc.

Yes. CAPTRUST Financial Advisors holds 18,634 shares of FIX (Comfort Systems USA), worth $36.9M, as of its Q2 2026 13F filing. It increased the position by 1,165 shares (+6.7%) from Q1 2026. CAPTRUST Financial Advisors has held FIX since Q2 2020, across 25 quarterly 13F filings. FIX is 0.1% of CAPTRUST Financial Advisors' reported 13F portfolio.

Current Value

$36.9M

Current Shares

18,634

Total Value Change

+$36.1M

Total Shares Change

+16,622

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
18,634
+6.7%
$36.9M0.1%$1,980.92
31
2026-Q1
Increased
17,469
+24.1%
$24.1M0.0%$1,377.74
35
2025-Q4
Increased
14,076
+119.9%
$13.1M0.0%$931.96
45
2025-Q3
Increased
6,401
+17.8%
$5.3M0.0%$823.49
32
2025-Q2
Increased
5,436
+70.2%
$2.9M0.0%$534.73
39
2025-Q1
Increased
3,194
+22.9%
$1M0.0%$321.13
30
2024-Q4
Increased
2,600
+29.2%
$1.1M0.0%$421.96
32
2024-Q3
Increased
2,012
+77.4%
$785,3840.0%$388.11
38

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