FFA
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Farther Finance Advisors’s Comfort Systems FIX Stock Holding History

Farther Finance 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
Q3 		$4.79M Sell
2,897
-1,081
-27% -$1.81M 0.03% 445
2026
Q2 		$7.88M Sell
3,978
-52
-1% -$94.4K 0.06% 274
2026
Q1 		$5.76M Buy
4,030
+183
+5% +$232K 0.05% 311
2025
Q4 		$3.59M Buy
3,847
+1,922
+100% +$1.77M 0.04% 394
2025
Q3 		$1.59M Buy
1,925
+706
+58% +$478K 0.02% 536
2025
Q2 		$654K Buy
1,219
+117
+11% +$51K 0.01% 782
2025
Q1 		$364K Buy
1,102
+239
+28% +$96.4K 0.01% 942
2024
Q4 		$366K Sell
863
-263
-23% -$115K 0.01% 720
2024
Q3 		$440K Buy
1,126
+695
+161% +$229K 0.02% 644
2024
Q2 		$127K Buy
431
+379
+729% +$120K 0.01% 1029
2024
Q1 		$16.6K Buy
52
+5
+11% +$1.28K ﹤0.01% 1554
2023
Q4 		$9.67K Buy
+47
New +$8.68K ﹤0.01% 1625

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
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
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Farther Finance Advisors's FIX Position: Q3 2026 in Review

Farther Finance Advisors reduced its Comfort Systems (FIX) stake by 27% in Q3 2026, selling an estimated $1.81M and leaving 2,897 shares worth $4.79M. The position accounts for 0.03% of the portfolio, ranked #445.

Farther Finance Advisors first reported a position in FIX in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.88M in Q2 2026. 39 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Farther Finance Advisors held 2,897 shares of Comfort Systems worth $4.79M as of Q3 2026.
  • Farther Finance Advisors sold 1,081 Comfort Systems shares in Q3 2026, an estimated $1.81M.
  • Comfort Systems made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #445 holding.
  • Farther Finance Advisors first reported a position in Comfort Systems in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Comfort Systems position peaked at $7.88M in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.