Elm3 Financial Group’s Comfort Systems FIX Stock Holding History

Elm3 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	–	Sell	-116	Closed	-$230K	–	155
2026 Q2	$230K	Buy	+116	New	+$210K	0.16%	127

Other funds holding FIX

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Elm3 Financial Group's FIX Position: Q3 2026 in Review

Elm3 Financial Group sold out of Comfort Systems (FIX) in Q3 2026, closing a stake of 116 shares — an estimated $230K sold.

Elm3 Financial Group first reported a position in FIX in Q2 2026 and held it in 1 quarter. The position peaked at $230K in Q2 2026. 729 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Elm3 Financial Group reported no remaining Comfort Systems position as of Q3 2026 after selling out during the quarter.
Elm3 Financial Group sold 116 Comfort Systems shares in Q3 2026, an estimated $230K.
Elm3 Financial Group first reported a position in Comfort Systems in Q2 2026 and held it in 1 quarter.
Elm3 Financial Group's Comfort Systems position peaked at $230K in Q2 2026.
729 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.