Cyndeo Wealth Partners’s Comfort Systems FIX Stock Holding History

Cyndeo Wealth 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 Q3	$675K	Sell	408 -89	-18%	-$149K	0.03%	325
2026 Q2	$986K	Buy	497 +8	+2%	+$14.5K	0.05%	262
2026 Q1	$675K	Buy	489 +15	+3%	+$19K	0.04%	282
2025 Q4	$443K	Buy	474 +157	+50%	+$145K	0.02%	335
2025 Q3	$262K	Buy	+317	New	+$215K	0.01%	416
2025 Q1	–	Sell	-790	Closed	-$335K	–	463
2024 Q4	$335K	Hold	790	–	–	0.02%	354
2024 Q3	$308K	Hold	790	–	–	0.02%	360
2024 Q2	$240K	Hold	790	–	–	0.02%	363
2024 Q1	$251K	Buy	+790	New	+$202K	0.02%	346

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

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

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

Cyndeo Wealth Partners's FIX Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Comfort Systems (FIX) stake by 18% in Q3 2026, selling an estimated $149K and leaving 408 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #325.

Cyndeo Wealth Partners first reported a position in FIX in Q1 2024 and has held it in 9 quarters since. The position peaked at $986K in Q2 2026. 294 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Cyndeo Wealth Partners held 408 shares of Comfort Systems worth $675K as of Q3 2026.
Cyndeo Wealth Partners sold 89 Comfort Systems shares in Q3 2026, an estimated $149K.
Comfort Systems made up 0.03% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #325 holding.
Cyndeo Wealth Partners first reported a position in Comfort Systems in Q1 2024 and has held it in 9 quarters since.
Cyndeo Wealth Partners's Comfort Systems position peaked at $986K in Q2 2026.
294 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.