Central Valley Advisors’s Comfort Systems FIX Stock Holding History

Central Valley 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	$263K	Hold	159	–	–	0.07%	142
2026 Q2	$315K	Hold	159	–	–	0.08%	151
2026 Q1	$219K	Buy	+159	New	+$202K	0.06%	174
2025 Q4	–	Sell	-317	Closed	-$262K	–	154
2025 Q3	$262K	Buy	+317	New	+$215K	0.08%	133
2024 Q2	–	Sell	-784	Closed	-$249K	–	153
2024 Q1	$249K	Buy	+784	New	+$200K	0.13%	126

Other funds holding FIX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Central Valley Advisors's FIX Position: Q3 2026 in Review

Central Valley Advisors held its Comfort Systems (FIX) position steady in Q3 2026 at 159 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #142.

Central Valley Advisors first reported a position in FIX in Q1 2024 and has held it in 5 quarters since. The position peaked at $315K in Q2 2026. 1,055 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Central Valley Advisors held 159 shares of Comfort Systems worth $263K as of Q3 2026.
Central Valley Advisors left its Comfort Systems share count unchanged in Q3 2026.
Comfort Systems made up 0.07% of Central Valley Advisors's portfolio in Q3 2026, its #142 holding.
Central Valley Advisors first reported a position in Comfort Systems in Q1 2024 and has held it in 5 quarters since.
Central Valley Advisors's Comfort Systems position peaked at $315K in Q2 2026.
1,055 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.