CFO
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Callan Family Office’s Comfort Systems FIX Stock Holding History

Callan Family Office’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 		$4.7M Sell
3,406
-12
-0.4% -$15.2K 0.11% 203
2025
Q4 		$3.19M Buy
3,418
+1,321
+63% +$1.22M 0.07% 258
2025
Q3 		$1.73M Sell
2,097
-167
-7% -$113K 0.06% 282
2025
Q2 		$1.21M Buy
2,264
+1,522
+205% +$663K 0.04% 359
2025
Q1 		$239K Sell
742
-4
-0.5% -$1.61K 0.02% 485
2024
Q4 		$316K Buy
+746
New +$328K 0.02% 469

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

Callan Family Office's FIX Position: Q1 2026 in Review

Callan Family Office reduced its Comfort Systems (FIX) stake by 0.35% in Q1 2026, selling an estimated $15.2K and leaving 3,406 shares worth $4.7M. The position accounts for 0.11% of the portfolio, ranked #203.

Callan Family Office first reported a position in FIX in Q4 2024 and has held it in 6 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Callan Family Office held 3,406 shares of Comfort Systems worth $4.7M as of Q1 2026.
  • Callan Family Office sold 12 Comfort Systems shares in Q1 2026, an estimated $15.2K.
  • Comfort Systems made up 0.11% of Callan Family Office's portfolio in Q1 2026, its #203 holding.
  • Callan Family Office first reported a position in Comfort Systems in Q4 2024 and has held it in 6 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.