FFS
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Fortress Financial Solutions’s Comfort Systems FIX Stock Holding History

Fortress Financial Solutions’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 		$1.68M Sell
1,216
-67
-5% -$85.1K 1.75% 15
2025
Q4 		$1.2M Sell
1,283
-30
-2% -$27.7K 1.22% 22
2025
Q3 		$1.08M Sell
1,313
-28
-2% -$19K 1.18% 23
2025
Q2 		$719K Sell
1,341
-21
-2% -$9.15K 0.9% 23
2025
Q1 		$439K Sell
1,362
-154
-10% -$62.1K 0.64% 30
2024
Q4 		$643K Buy
+1,516
New +$666K 0.92% 25

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Fortress Financial Solutions's FIX Position: Q1 2026 in Review

Fortress Financial Solutions reduced its Comfort Systems (FIX) stake by 5.2% in Q1 2026, selling an estimated $85.1K and leaving 1,216 shares worth $1.68M. The position accounts for 1.75% of the portfolio, ranked #15.

Fortress Financial Solutions first reported a position in FIX in Q4 2024 and has held it in 6 quarters since. 1,201 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Fortress Financial Solutions held 1,216 shares of Comfort Systems worth $1.68M as of Q1 2026.
  • Fortress Financial Solutions sold 67 Comfort Systems shares in Q1 2026, an estimated $85.1K.
  • Comfort Systems made up 1.75% of Fortress Financial Solutions's portfolio in Q1 2026, its #15 holding.
  • Fortress Financial Solutions first reported a position in Comfort Systems in Q4 2024 and has held it in 6 quarters since.
  • 1,201 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.