Cooper Financial Group’s Comfort Systems FIX Stock Holding History

Cooper Financial Group’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	$218K	Buy	132 +5	+4%	+$8.39K	0.02%	417
2026 Q2	$252K	Sell	127 -39	-23%	-$70.8K	0.02%	382
2026 Q1	$229K	Buy	+166	New	+$211K	0.02%	384
2025 Q4	–	Sell	-373	Closed	-$308K	–	392
2025 Q3	$308K	Sell	373 -1	-0.3%	-$678	0.03%	296
2025 Q2	$201K	Buy	+374	New	+$163K	0.02%	364

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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Cooper Financial Group's FIX Position: Q3 2026 in Review

Cooper Financial Group increased its Comfort Systems (FIX) stake by 3.9% in Q3 2026, buying an estimated $8.39K and bringing the position to 132 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #417.

Cooper Financial Group first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. The position peaked at $308K in Q3 2025. 39 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Cooper Financial Group held 132 shares of Comfort Systems worth $218K as of Q3 2026.
Cooper Financial Group bought 5 Comfort Systems shares in Q3 2026, an estimated $8.39K.
Comfort Systems made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #417 holding.
Cooper Financial Group first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
Cooper Financial Group's Comfort Systems position peaked at $308K in Q3 2025.
39 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.