Exencial Wealth Advisors’s Comfort Systems FIX Stock Holding History

Exencial Wealth 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 Q1	$429K	Buy	311 +11	+4%	+$14K	0.01%	431
2025 Q4	$280K	Buy	+300	New	+$277K	0.01%	480

Other funds holding FIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Exencial Wealth Advisors's FIX Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Comfort Systems (FIX) stake by 3.7% in Q1 2026, buying an estimated $14K and bringing the position to 311 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #431.

Exencial Wealth Advisors first reported a position in FIX in Q4 2025 and has held it in 2 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Exencial Wealth Advisors held 311 shares of Comfort Systems worth $429K as of Q1 2026.
Exencial Wealth Advisors bought 11 Comfort Systems shares in Q1 2026, an estimated $14K.
Comfort Systems made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #431 holding.
Exencial Wealth Advisors first reported a position in Comfort Systems in Q4 2025 and has held it in 2 quarters since.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.