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Keynote Financial Services’s Comfort Systems FIX Stock Holding History

Keynote Financial Services’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 		$268K Sell
194
-91
-32% -$116K 0.14% 140
2025
Q4 		$266K Hold
285
– – 0.15% 140
2025
Q3 		$235K Buy
+285
New +$193K 0.14% 139

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Keynote Financial Services's FIX Position: Q1 2026 in Review

Keynote Financial Services reduced its Comfort Systems (FIX) stake by 32% in Q1 2026, selling an estimated $116K and leaving 194 shares worth $268K. The position accounts for 0.14% of the portfolio, ranked #140.

Keynote Financial Services first reported a position in FIX in Q3 2025 and has held it in 3 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Keynote Financial Services held 194 shares of Comfort Systems worth $268K as of Q1 2026.
  • Keynote Financial Services sold 91 Comfort Systems shares in Q1 2026, an estimated $116K.
  • Comfort Systems made up 0.14% of Keynote Financial Services's portfolio in Q1 2026, its #140 holding.
  • Keynote Financial Services first reported a position in Comfort Systems in Q3 2025 and has held it in 3 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.