Cetera Investment Advisers
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Cetera Investment Advisers’s Comfort Systems FIX Stock Holding History

Cetera Investment Advisers’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 		$400 Hold
400
– – ﹤0.01% 4771
2025
Q4 		$4.6K Buy
+400
New +$369K ﹤0.01% 4632

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

Cetera Investment Advisers's FIX Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Comfort Systems (FIX) stake by 1.8% in Q1 2026, selling an estimated $648K and leaving 27,946 shares worth $38.5M. The position accounts for 0.04% of the portfolio, ranked #453.

Cetera Investment Advisers first reported a position in FIX in Q4 2020 and has held it in 21 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Cetera Investment Advisers held 27,946 shares of Comfort Systems worth $38.5M as of Q1 2026.
  • Cetera Investment Advisers sold 510 Comfort Systems shares in Q1 2026, an estimated $648K.
  • Comfort Systems made up 0.04% of Cetera Investment Advisers's portfolio in Q1 2026, its #453 holding.
  • Cetera Investment Advisers first reported a position in Comfort Systems in Q4 2020 and has held it in 21 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.