Ellevest Inc
FIX icon

Ellevest Inc’s Comfort Systems FIX Stock Holding History

Ellevest Inc’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 		$405K Buy
245
+16
+7% +$26.9K 0.05% 286
2026
Q2 		$454K Sell
229
-8
-3% -$14.5K 0.05% 279
2026
Q1 		$327K Buy
237
+10
+4% +$12.7K 0.05% 311
2025
Q4 		$212K Buy
+227
New +$210K 0.03% 399
2023
Q1 		– Sell
-14
Closed -$1.61K – 1959
2022
Q4 		$1.61K Buy
14
+1
+8% +$116 ﹤0.01% 1423
2022
Q3 		$1K Buy
+13
New +$1.27K ﹤0.01% 1458

Other funds holding FIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Ellevest Inc's FIX Position: Q3 2026 in Review

Ellevest Inc increased its Comfort Systems (FIX) stake by 7% in Q3 2026, buying an estimated $26.9K and bringing the position to 245 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #286.

Ellevest Inc first reported a position in FIX in Q3 2022 and has held it in 6 quarters since. The position peaked at $454K in Q2 2026. 771 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Ellevest Inc held 245 shares of Comfort Systems worth $405K as of Q3 2026.
  • Ellevest Inc bought 16 Comfort Systems shares in Q3 2026, an estimated $26.9K.
  • Comfort Systems made up 0.05% of Ellevest Inc's portfolio in Q3 2026, its #286 holding.
  • Ellevest Inc first reported a position in Comfort Systems in Q3 2022 and has held it in 6 quarters since.
  • Ellevest Inc's Comfort Systems position peaked at $454K in Q2 2026.
  • 771 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.