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Cadent Capital Advisors’s Comfort Systems FIX Stock Holding History

Cadent Capital 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
Q3 		$1.38M Sell
834
-184
-18% -$309K 0.3% 80
2026
Q2 		$2.02M Buy
+1,018
New +$1.85M 0.42% 69

Other funds holding FIX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Cadent Capital Advisors's FIX Position: Q3 2026 in Review

Cadent Capital Advisors reduced its Comfort Systems (FIX) stake by 18% in Q3 2026, selling an estimated $309K and leaving 834 shares worth $1.38M. The position accounts for 0.3% of the portfolio, ranked #80.

Cadent Capital Advisors first reported a position in FIX in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.02M in Q2 2026. 85 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Cadent Capital Advisors held 834 shares of Comfort Systems worth $1.38M as of Q3 2026.
  • Cadent Capital Advisors sold 184 Comfort Systems shares in Q3 2026, an estimated $309K.
  • Comfort Systems made up 0.3% of Cadent Capital Advisors's portfolio in Q3 2026, its #80 holding.
  • Cadent Capital Advisors first reported a position in Comfort Systems in Q2 2026 and has held it in 2 quarters since.
  • Cadent Capital Advisors's Comfort Systems position peaked at $2.02M in Q2 2026.
  • 85 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.