FFA
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Fi3 Financial Advisors’s Comfort Systems FIX Stock Holding History

Fi3 Financial 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 		$229K Buy
3,156
+2,580
+448% +$4.68M 0.05% 213
2026
Q1 		$794K Buy
576
+72
+14% +$91.4K 0.23% 44
2025
Q4 		$470K Buy
504
+64
+15% +$59.1K 0.14% 76
2025
Q3 		$363K Buy
440
+28
+7% +$19K 0.12% 81
2025
Q2 		$221K Buy
+412
New +$179K 0.08% 151

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fi3 Financial Advisors's FIX Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Comfort Systems (FIX) stake by 448% in Q2 2026, buying an estimated $4.68M and bringing the position to 3,156 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #213.

Fi3 Financial Advisors first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. The position peaked at $794K in Q1 2026. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Fi3 Financial Advisors held 3,156 shares of Comfort Systems worth $229K as of Q2 2026.
  • Fi3 Financial Advisors bought 2,580 Comfort Systems shares in Q2 2026, an estimated $4.68M.
  • Comfort Systems made up 0.05% of Fi3 Financial Advisors's portfolio in Q2 2026, its #213 holding.
  • Fi3 Financial Advisors first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
  • Fi3 Financial Advisors's Comfort Systems position peaked at $794K in Q1 2026.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.