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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
Q3 		– Sell
-130
Closed -$258K – 303
2026
Q2 		$258K Buy
+130
New +$236K 0.05% 220

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Robeco Institutional Asset Management
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Zevenbergen Capital Investments
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Wealth Enhancement Advisory Services
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Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fermata Advisors's FIX Position: Q3 2026 in Review

Fermata Advisors sold out of Comfort Systems (FIX) in Q3 2026, closing a stake of 130 shares — an estimated $258K sold.

Fermata Advisors first reported a position in FIX in Q2 2026 and held it in 1 quarter. The position peaked at $258K in Q2 2026. 212 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Fermata Advisors reported no remaining Comfort Systems position as of Q3 2026 after selling out during the quarter.
  • Fermata Advisors sold 130 Comfort Systems shares in Q3 2026, an estimated $258K.
  • Fermata Advisors first reported a position in Comfort Systems in Q2 2026 and held it in 1 quarter.
  • Fermata Advisors's Comfort Systems position peaked at $258K in Q2 2026.
  • 212 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.