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Everhart Financial Group’s Comfort Systems FIX Stock Holding History

Everhart 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 		$540K Buy
326
+19
+6% +$31.9K 0.03% 272
2026
Q2 		$609K Buy
307
+15
+5% +$27.2K 0.04% 245
2026
Q1 		$403K Buy
+292
New +$371K 0.03% 316

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

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

Everhart Financial Group increased its Comfort Systems (FIX) stake by 6.2% in Q3 2026, buying an estimated $31.9K and bringing the position to 326 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #272.

Everhart Financial Group first reported a position in FIX in Q1 2026 and has held it in 3 quarters since. The position peaked at $609K in Q2 2026. 39 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Everhart Financial Group held 326 shares of Comfort Systems worth $540K as of Q3 2026.
  • Everhart Financial Group bought 19 Comfort Systems shares in Q3 2026, an estimated $31.9K.
  • Comfort Systems made up 0.03% of Everhart Financial Group's portfolio in Q3 2026, its #272 holding.
  • Everhart Financial Group first reported a position in Comfort Systems in Q1 2026 and has held it in 3 quarters since.
  • Everhart Financial Group's Comfort Systems position peaked at $609K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.