Apella Capital
FIX icon

Apella Capital’s Comfort Systems FIX Stock Holding History

Apella 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
Q3 		$928K Buy
533
+351
+193% +$589K 0.01% 409
2026
Q2 		$306K Buy
+182
New +$330K ﹤0.01% 578

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Robeco Institutional Asset Management
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Zevenbergen Capital Investments
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Wealth Enhancement Advisory Services
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Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Apella Capital's FIX Position: Q3 2026 in Review

Apella Capital increased its Comfort Systems (FIX) stake by 193% in Q3 2026, buying an estimated $589K and bringing the position to 533 shares worth $928K. The position accounts for 0.01% of the portfolio, ranked #409.

Apella Capital first reported a position in FIX in Q2 2026 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Apella Capital held 533 shares of Comfort Systems worth $928K as of Q3 2026.
  • Apella Capital bought 351 Comfort Systems shares in Q3 2026, an estimated $589K.
  • Comfort Systems made up 0.01% of Apella Capital's portfolio in Q3 2026, its #409 holding.
  • Apella Capital first reported a position in Comfort Systems in Q2 2026 and has held it in 2 quarters since.
  • 237 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.