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Fermata Advisors’s Comfort Systems FIX Stock Holding History

Fermata 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
Q2 		$258K Buy
+130
New +$236K 0.05% 220

Other funds holding FIX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Fermata Advisors's FIX Position: Q2 2026 in Review

Fermata Advisors opened a new position in Comfort Systems (FIX) in Q2 2026: 130 shares worth $258K. The stake represents 0.05% of the portfolio and ranks #220 among its holdings.

178 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Fermata Advisors held 130 shares of Comfort Systems worth $258K as of Q2 2026.
  • Comfort Systems was a new Fermata Advisors position in Q2 2026.
  • Comfort Systems made up 0.05% of Fermata Advisors's portfolio in Q2 2026, its #220 holding.
  • 178 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.