LeConte Wealth Management’s Comfort Systems FIX Stock Holding History

LeConte Wealth Management’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	$276K	Buy	+167	New	+$280K	0.15%	127

Other funds holding FIX

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

LeConte Wealth Management's FIX Position: Q3 2026 in Review

LeConte Wealth Management opened a new position in Comfort Systems (FIX) in Q3 2026: 167 shares worth $276K. The stake represents 0.15% of the portfolio and ranks #127 among its holdings.

915 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

LeConte Wealth Management held 167 shares of Comfort Systems worth $276K as of Q3 2026.
Comfort Systems was a new LeConte Wealth Management position in Q3 2026.
Comfort Systems made up 0.15% of LeConte Wealth Management's portfolio in Q3 2026, its #127 holding.
915 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.