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Ancora Advisors’s Comfort Systems FIX Stock Holding History

Ancora Advisors’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
Q1 		$16.5K Sell
12
-3
-20% -$3.81K ﹤0.01% 1600
2025
Q4 		$14K Buy
15
+4
+36% +$3.69K ﹤0.01% 1688
2025
Q3 		$9.08K Hold
11
– – ﹤0.01% 1403
2025
Q2 		$5.9K Buy
+11
New +$4.79K ﹤0.01% 1462
2023
Q1 		– Sell
-1,275
Closed -$147K – 1986
2022
Q4 		$147K Sell
1,275
-425
-25% -$49.4K ﹤0.01% 740
2022
Q3 		$165K Hold
1,700
– – 0.01% 783
2022
Q2 		$141K Hold
1,700
– – ﹤0.01% 856
2022
Q1 		$151K Hold
1,700
– – ﹤0.01% 889
2021
Q4 		$168K Hold
1,700
– – ﹤0.01% 858
2021
Q3 		$121K Sell
1,700
-38
-2% -$2.83K ﹤0.01% 919
2021
Q2 		$137K Buy
1,738
+38
+2% +$3.1K ﹤0.01% 835
2021
Q1 		$127K Hold
1,700
– – ﹤0.01% 811
2020
Q4 		$90K Sell
1,700
-72,050
-98% -$3.74M ﹤0.01% 770
2020
Q3 		$3.8M Sell
73,750
-1,400
-2% -$67.9K 0.15% 155
2020
Q2 		$3.06M Sell
75,150
-110,410
-60% -$3.92M 0.13% 174
2020
Q1 		$6.78M Sell
185,560
-22,700
-11% -$1.01M 0.31% 82
2019
Q4 		$10.4M Buy
208,260
+16,620
+9% +$808K 0.39% 76
2019
Q3 		$8.48M Buy
+191,640
New +$8.36M 0.37% 84

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Ancora Advisors's FIX Position: Q1 2026 in Review

Ancora Advisors reduced its Comfort Systems (FIX) stake by 20% in Q1 2026, selling an estimated $3.81K and leaving 12 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Ancora Advisors first reported a position in FIX in Q3 2019 and has held it in 18 quarters since. The position peaked at $10.4M in Q4 2019. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Ancora Advisors held 12 shares of Comfort Systems worth $16.5K as of Q1 2026.
  • Ancora Advisors sold 3 Comfort Systems shares in Q1 2026, an estimated $3.81K.
  • Comfort Systems made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1600 holding.
  • Ancora Advisors first reported a position in Comfort Systems in Q3 2019 and has held it in 18 quarters since.
  • Ancora Advisors's Comfort Systems position peaked at $10.4M in Q4 2019.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.