GoalVest Advisory’s Comfort Systems FIX Stock Holding History

GoalVest Advisory’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	$83.3K	Buy	46,892 +46,870	+213,045%	+$78.7M	0.01%	180
2026 Q2	$43.6K	Hold	22	–	–	0.01%	223
2026 Q1	$30.3K	Buy	+22	New	+$27.9K	0.01%	278
2023 Q4	–	Sell	-62	Closed	-$10.6K	–	416
2023 Q3	$10.6K	Buy	62 +3	+5%	+$526	0.01%	277
2023 Q2	$9.69K	Buy	+59	New	+$8.77K	0.01%	255

Other funds holding FIX

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

GoalVest Advisory's FIX Position: Q3 2026 in Review

GoalVest Advisory increased its Comfort Systems (FIX) stake by 213,045% in Q3 2026, buying an estimated $78.7M and bringing the position to 46,892 shares worth $83.3K. The position accounts for 0.01% of the portfolio, ranked #180.

GoalVest Advisory first reported a position in FIX in Q2 2023 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

GoalVest Advisory held 46,892 shares of Comfort Systems worth $83.3K as of Q3 2026.
GoalVest Advisory bought 46,870 Comfort Systems shares in Q3 2026, an estimated $78.7M.
Comfort Systems made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #180 holding.
GoalVest Advisory first reported a position in Comfort Systems in Q2 2023 and has held it in 5 quarters since.
39 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.