FFA
FIX icon

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
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

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return