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Benchmark Investment Advisors’s Comfort Systems FIX Stock Holding History

Benchmark Investment 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 		$3.94M Buy
+2,857
New +$3.63M 2.29% 11
2025
Q3 		$2.12M Buy
+2,565
New +$1.74M 1.23% 27
2025
Q1 		$1.74M Buy
5,398
+4,330
+405% +$1.75M 1.13% 25
2024
Q4 		$453K Buy
+1,068
New +$469K 0.29% 60

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

Benchmark Investment Advisors's FIX Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Comfort Systems (FIX) in Q1 2026: 2,857 shares worth $3.94M. The stake represents 2.29% of the portfolio and ranks #11 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in FIX as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in FIX in Q4 2024 and has held it in 4 quarters since. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Benchmark Investment Advisors held 2,857 shares of Comfort Systems worth $3.94M as of Q1 2026.
  • Comfort Systems was a new Benchmark Investment Advisors position in Q1 2026.
  • Comfort Systems made up 2.29% of Benchmark Investment Advisors's portfolio in Q1 2026, its #11 holding.
  • Benchmark Investment Advisors first reported a position in Comfort Systems in Q4 2024 and has held it in 4 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.