CoreCap Advisors’s Comfort Systems FIX Stock Holding History

CoreCap 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	$182K	Buy	110 +32	+41%	+$53.7K	0.01%	878
2026 Q2	$155K	Buy	78 +66	+550%	+$120K	﹤0.01%	948
2026 Q1	$16.5K	Buy	12 +6	+100%	+$7.62K	﹤0.01%	1748
2025 Q4	$5.6K	Sell	6 -3	-33%	-$2.77K	﹤0.01%	2165
2025 Q3	$7.43K	Hold	9	–	–	﹤0.01%	2061
2025 Q2	$4.83K	Sell	9 -1	-10%	-$436	﹤0.01%	2127
2025 Q1	$3.22K	Buy	10 +1	+11%	+$403	﹤0.01%	2217
2024 Q4	$3.82K	Hold	9	–	–	﹤0.01%	2035
2024 Q3	$3.51K	Buy	+9	New	+$2.96K	﹤0.01%	2056

Other funds holding FIX

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return

CoreCap Advisors's FIX Position: Q3 2026 in Review

CoreCap Advisors increased its Comfort Systems (FIX) stake by 41% in Q3 2026, buying an estimated $53.7K and bringing the position to 110 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #878.

CoreCap Advisors first reported a position in FIX in Q3 2024 and has held it in 9 quarters since. 269 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

CoreCap Advisors held 110 shares of Comfort Systems worth $182K as of Q3 2026.
CoreCap Advisors bought 32 Comfort Systems shares in Q3 2026, an estimated $53.7K.
Comfort Systems made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #878 holding.
CoreCap Advisors first reported a position in Comfort Systems in Q3 2024 and has held it in 9 quarters since.
269 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.