CFP
FIX icon

Catalyst Financial Partners’s Comfort Systems FIX Stock Holding History

Catalyst Financial Partners’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 		$492K Buy
357
+112
+46% +$142K 0.06% 207
2025
Q4 		$229K Sell
245
-17
-6% -$15.7K 0.03% 282
2025
Q3 		$216K Buy
+262
New +$178K 0.03% 296

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

Catalyst Financial Partners's FIX Position: Q1 2026 in Review

Catalyst Financial Partners increased its Comfort Systems (FIX) stake by 46% in Q1 2026, buying an estimated $142K and bringing the position to 357 shares worth $492K. The position accounts for 0.06% of the portfolio, ranked #207.

Catalyst Financial Partners first reported a position in FIX in Q3 2025 and has held it in 3 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Catalyst Financial Partners held 357 shares of Comfort Systems worth $492K as of Q1 2026.
  • Catalyst Financial Partners bought 112 Comfort Systems shares in Q1 2026, an estimated $142K.
  • Comfort Systems made up 0.06% of Catalyst Financial Partners's portfolio in Q1 2026, its #207 holding.
  • Catalyst Financial Partners first reported a position in Comfort Systems in Q3 2025 and has held it in 3 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.