Kaufman Rossin Wealth
FIX icon

Kaufman Rossin Wealth’s Comfort Systems FIX Stock Holding History

Kaufman Rossin Wealth’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 		$1.1M Sell
665
-157
-19% -$264K 0.45% 26
2026
Q2 		$1.46M Sell
822
-105
-11% -$191K 0.69% 19
2026
Q1 		$1.28M Sell
927
-97
-9% -$123K 0.73% 19
2025
Q4 		$956K Hold
1,024
– – 0.5% 27
2025
Q3 		$845K Buy
1,024
+53
+5% +$35.9K 0.46% 30
2025
Q2 		$521K Buy
971
+109
+13% +$47.5K 0.33% 44
2025
Q1 		$278K Buy
+862
New +$348K 0.2% 102

Other funds holding FIX

AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kaufman Rossin Wealth's FIX Position: Q3 2026 in Review

Kaufman Rossin Wealth reduced its Comfort Systems (FIX) stake by 19% in Q3 2026, selling an estimated $264K and leaving 665 shares worth $1.1M. The position accounts for 0.45% of the portfolio, ranked #26.

Kaufman Rossin Wealth first reported a position in FIX in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.46M in Q2 2026. 294 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Kaufman Rossin Wealth held 665 shares of Comfort Systems worth $1.1M as of Q3 2026.
  • Kaufman Rossin Wealth sold 157 Comfort Systems shares in Q3 2026, an estimated $264K.
  • Comfort Systems made up 0.45% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #26 holding.
  • Kaufman Rossin Wealth first reported a position in Comfort Systems in Q1 2025 and has held it in 7 quarters since.
  • Kaufman Rossin Wealth's Comfort Systems position peaked at $1.46M in Q2 2026.
  • 294 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.