Interchange Capital Partners
FIX icon

Interchange Capital Partners’s Comfort Systems FIX Stock Holding History

Interchange Capital Partners’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 		$576K Buy
348
+6
+2% +$10.1K 0.1% 182
2026
Q2 		$678K Buy
+342
New +$621K 0.13% 164
2026
Q1 		– Sell
-312
Closed -$291K – 372
2025
Q4 		$291K Buy
+312
New +$288K 0.05% 305
2021
Q1 		– Sell
-112
Closed -$5K – 532
2020
Q4 		$5K Buy
+112
New +$5.81K ﹤0.01% 927

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JP Morgan Chase
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Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Interchange Capital Partners's FIX Position: Q3 2026 in Review

Interchange Capital Partners increased its Comfort Systems (FIX) stake by 1.8% in Q3 2026, buying an estimated $10.1K and bringing the position to 348 shares worth $576K. The position accounts for 0.1% of the portfolio, ranked #182.

Interchange Capital Partners first reported a position in FIX in Q4 2020 and has held it in 4 quarters since. The position peaked at $678K in Q2 2026. 915 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Interchange Capital Partners held 348 shares of Comfort Systems worth $576K as of Q3 2026.
  • Interchange Capital Partners bought 6 Comfort Systems shares in Q3 2026, an estimated $10.1K.
  • Comfort Systems made up 0.1% of Interchange Capital Partners's portfolio in Q3 2026, its #182 holding.
  • Interchange Capital Partners first reported a position in Comfort Systems in Q4 2020 and has held it in 4 quarters since.
  • Interchange Capital Partners's Comfort Systems position peaked at $678K in Q2 2026.
  • 915 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.